UBS Financial Services joins hands with BizEquity to broaden business prospects


UBS’s London HQ

UBS Financial Services Inc. (a US arm of Swiss Investment Bank UBS) is all set to cash on the data of the largest provider of online business valuation BizEquity, as a part of their recently announced partnership.

With the new relationship, UBS plans to leverage its national footprint of financial advisors. The association will allow a select group of advisors in the Global Wealth Management business of UBS, Enterprise Access to BizEquity’s database of businesses and valuation information, which in turn will bolster the scope of service and support to the business owner clients.

The informal valuation reports are expected to assist the clients with financial planning needs to keep them ahead in their respective industries.

On the partnership, James Jack, Director of the Business Owner Strategic Client Segment at UBS Financial Services commented, “Our advisors are constantly looking for new ways to grow their business and expand their reach, particularly in middle-market businesses. We believe BizEquity is an incredible resource for our advisors who serve our business owner clients, and access to the BizEquity platform will help us to deliver highly tailored advice to our clients.”

BizEquity is a US-based leading online provider of business valuations, distributing its cloud-based service through thousands of financial advisors to help better inform businesses of their lending, insurance, and wealth management needs and potential.

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