Cause IQ vendor profile

Ubs Financial Services, Inc.

Ubs Financial Services, Inc. is a firm that provides financial advisor, investment management, fiduciary trustee, administrative support, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California and New York (although they are present in other states as well).

Most Ubs Financial Services, Inc. clients are health and welfare funds, hospitals, and civic and social organizations with revenues ranging from $11 million to $198 million.

Primary location:
New York, NY
All locations:
Identified clients:
Avg client size:
$115 mil revenue
Median client size:
$25 mil revenue

Ubs Financial Services, Inc. client list

1Disabled American Veterans501(c)(4)Erlanger, KY
2Heifer Project International501(c)(3)Little Rock, AR
3Navy-Marine Corps Relief Society (NMCRS)501(c)(3)Arlington, VA
4New York Foundation for Senior Citizens (NYFSC)501(c)(3)New York, NY
5NJ Thoroughbred Horsemen's Association501(c)(6)Oceanport, NJ
6Virtua501(c)(3)Marlton, NJ
7University of Maryland Capital Region Health501(c)(3)Upper Marlboro, MD
8Legacy Community Health Services501(c)(3)Houston, TX
9Atlanta Community Food Bank501(c)(3)Atlanta, GA
10Turning Point Community Programs (TPCP)501(c)(3)Rancho Cordova, CA
...and 38 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 Ubs Financial Services, US Bank, Ameriprise Financial Services, Minnesota Life Insurance Company, Adp, Benefit Plans Admin Services, Inc., Capfinancial Partners, LLC, LPL Financial, Raymond James Financial Services, and Vanguard Group, Inc..

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