Union Bank is a company that provides commercial bank, fiduciary trustee, and investment management to nonprofit clients. They primarily provide their services regionally, with most clients in California (although they are present in other states as well).
Most Union Bank clients are health and welfare funds and grantmaking foundations with revenues ranging from $9.4 million to $495 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | Wayne and Gladys Valley Foundation | 501(c)(3) | Oakland, CA | ||
| 2 | The Better Business Bureau of METROPOLITAN NEW YORK | 501(c)(6) | New York, NY | ||
| 3 | Community Hospital of the Monterey Peninsula | 501(c)(3) | Monterey, CA | ||
| 4 | Sup Welfare Plan | 501(c)(9) | San Francisco, CA | ||
| 5 | Alpert and Alpert Foundation | 501(c)(3) | Los Angeles, CA | ||
| 6 | Operating Engineers Health and Welfare Fund | 501(c)(9) | Pasadena, CA | ||
| 7 | Teamsters Miscellaneous Security Fund | 501(c)(9) | Pasadena, CA | ||
| 8 | Operating Engineers Vacation-Holiday Savings Trust | 501(c)(9) | Pasadena, CA | ||
| 9 | Joint Benefit Trust | 501(c)(9) | Dublin, CA | ||
| 10 | Southern Calif Soft Drink Industry Health and Welfare Trust Fund | 501(c)(9) | West Covina, CA | ||
| ... | and 8 more Union Bank not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Union Bank in the nonprofit sector include Fidelity, Capital Research and Management, U.s. Bank National Association, Matrix Trust Company, Principal, Charles Schwab Trust Bank, Capital Group Retirement Plan Services, Alerus Financial, N.a., Kestra Advisory Services LLC, and Ubs.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.