UMB Fund Services

  • Financial Services
  • Milwaukee WI
  • 358 employees
  • Financial Services
Get Full Info

Company Overview

Headquarters
235 W Galena Street, Milwaukee WI
Website
umbfs.com
Phone
(888) 844-3350
Employees
358
Founded in
1989
Industry
Financial Services
More Details

Financials & Stats

Revenue

$100B

Web Visits

900,000-1,000,000

More Financials

Who is UMB Fund Services

UMB Fund Services is a financial services company based in Milwaukee, Wisconsin. The company employs 35 individuals and generates approximately $100 million in annual revenue. UMB Fund Services specializes in providing comprehensive support to money managers. Their services are designed to alleviate the administrative burdens faced by these professionals, allowing them to concentrate on investment strategies and asset growth. The company offers a wide range of products and solutions tailored to the specific needs of money managers, including back-office operations, technology platforms, and regulatory compliance support. UMB Fund Services distinguishes itself through its commitment to delivering an exceptional customer experience. They leverage cutting-edge technology and industry expertise to provide a seamless and efficient service model. The company emphasizes building strong, collaborative partnerships with its clients, treating their business as an extension of their own. For more information about UMB Fund Services and their comprehensive suite of solutions, please visit their website at umbfs.com.

UMB Fund Services Industry Tags

Mutual Fund Services
Alternative Investment Services
Turnkey solutions for mutual funds
Turnkey solutions for registered hedge funds
Collective Investment Trust
Fund Accounting
Fund Administration
Mutiple Series Trust
Interval Fund Administration
Investor Services & Transfer Agency
Distribution
Custody
Private Equity Fund Administration
Financial Services
Financial Advisory Services
View All Industry Tags

Companies Similar to UMB Fund Services

Analyze industry trends and opportunities by examining competitors and companies comparable to UMB Fund Services, including their performance metrics, financials, growth dynamics, and competitive benchmarks.

Company Name Revenue Number of Employees Location Founded in
100M 193 West Palm Beach, FL 1993
100M 548 Uniondale, NY 1929
100M 386 Naperville, IL 1977
100M 50 Mount Laurel, NJ 1997
100M 257 Harrison, NY
View More Companies

FAQ

What is the location of UMB Fund Services's headquarters?
The headquarters of UMB Fund Services are situated at 235 W Galena Street, Milwaukee WI
What is UMB Fund Services's phone number?
UMB Fund Services's contact number is (888) 844-3350.
What is UMB Fund Services's official website?
The official website of UMB Fund Services can be found at umbfs.com.
What is UMB Fund Services's current revenue?
As of May 2020, UMB Fund Services's annual revenue reached $100B.
How many employees does UMB Fund Services currently have?
UMB Fund Services employs approximately 358+ people as of May 2020
Which industries is UMB Fund Services primarily operating in?
UMB Fund Services operates in the following industries: Finance, Credit
What are UMB Fund Services's industry tags?
UMB Fund Services's industry tags include: Mutual fund services, Alternative Investment services, Turnkey solutions for mutual funds
When was UMB Fund Services founded?
UMB Fund Services was founded in 1989.

Employee Directory

Key Employees

James Curry

VP, Key Account Manager, Distribution Services

Phone Email

Jared Savage

Director - Private Equity Fund Accounting

Phone Email

Kurt Hoppe

Business Systems Analyst II

Phone Email