UBS Financial Services Inc. Announces New Partnership With BizEquity

UBS Financial Services Inc. announced on Thursday it has formed a partnership with BizEquity, an online provider of estimated business valuations. According to UBS, the new collaboration will allow a select group of UBS financial advisors in the US arm of its Global Wealth Management business, to access BizEquity’s database of businesses and valuation information.

Fintech“Enterprise access through BizEquity will increase the service and support that UBS financial advisors can provide to business owner clients, and informal valuation reports will assist with financial planning needs that will allow clients to be more competitive in their respective industries.”

While sharing more details about the partnership, James Jack, Director of the Business Owner Strategic Client Segment at UBS Financial Services Inc., stated:

“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.”

Michael M. Carter, Founder and CEO of BizEquity, went on to add:

“UBS is one of the preeminent names in the wealth management industry and we are proud to announce our partnership. The clients and prospects that it serves will benefit from our service to help them answer one of the most important questions they will ever ask: ‘What is my business worth?'”

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