Cause IQ vendor profile

Ubs Financial Services Inc


Ubs Financial Services Inc is a firm that provides investment management, financial advisor, insurance agent or broker, consulting services, and professional and technical services to nonprofit clients. They operate nationwide, with nonprofit clients using their services across the country.

Most Ubs Financial Services Inc clients are outpatient health care practitioners and facilities, health and welfare funds, hospitals, and grantmaking foundations with revenues ranging from $5.5 million to $90 million.

Primary location:
Nashville, TN
All locations:
VA, NJ, MA, TX, OH, CA, TN, NY, PA, SC, OK
Identified clients:
96
Avg client size:
$97 mil revenue
Median client size:
$14 mil revenue

Ubs Financial Services Inc client list

 NameTypeLocation
1The Michael J. Fox Foundation for PARKINSON'S Research501(c)(3)New York, NY
2Girl Scout Council of the Nation's Capital (GSCNC)501(c)(3)Washington, DC
3National Electrical Manufacturers Association (NEMA)501(c)(6)Rosslyn, VA
4Human Rights First501(c)(3)New York, NY
5Easterseals Southern California501(c)(3)Irvine, CA
6Rock and Roll Hall of Fame501(c)(3)Cleveland, OH
7Huntington Library Art Museum and Botanical Gardens501(c)(3)San Marino, CA
8Casey Family Programs501(c)(3)Seattle, WA
9The Recording Academy501(c)(6)Santa Monica, CA
10Jcca501(c)(3)Brooklyn, NY
...and 86 more Ubs Financial Services Inc not-for-profit tax-exempt clients identified by Cause IQ

Ubs Financial Services Inc competitors

Competitors to Ubs Financial Services Inc in the nonprofit sector include Reliance Trust Company, Usi Consulting Group, LPL Financial, The Segal Company, Ubs Financial Services, Gallagher Benefit Services Inc, Morgan Stanley Smith Barney LLC, Ascensus, Morgan Stanley Smith Barney, and Milliman.

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