Insights

Technology Adoption UMB Fund Services has demonstrated an ongoing commitment to technological innovation by launching automated OCR processing and forming strategic partnerships with firms like Blue Vault Partners and AIX. This suggests a strong focus on enhancing operational efficiency and data accuracy, indicating potential demand for advanced tech solutions or integration services.

Market Expansion The company's recent collaborations, including white papers and market reports on unlisted CEFs and alternative assets, highlight an active engagement in expanding thought leadership and market influence within alternative investments, presenting opportunities for firms offering research, data analytics, or market intelligence tools.

Client-Centric Services By emphasizing its role as a strategic partner that ensures back-office reliability and customer experience, UMB Fund Services signifies potential opportunities to provide customized SaaS platforms, customer engagement solutions, or compliance tools that bolster efficiency and client satisfaction.

Leadership & Talent Recent appointments of experienced professionals like Timothy Bonin reflect UMB’s focus on strengthening operational leadership, which could open avenues for executive recruiting, leadership development programs, or consulting services aimed at fund management firms.

Financial & Growth Potential With revenues estimated between 250 and 500 million dollars and a sizable workforce, UMB Fund Services is positioned as a significant player in financial services, indicating substantial opportunities for enterprise-scale solutions in data security, compliance, or scalable infrastructure to support ongoing growth and client demands.

Similar companies to UMB Fund Services

UMB Fund Services Tech Stack

Media & News

UMB Fund Services's Email Address Formats

UMB Fund Services uses at least 2 format(s):
UMB Fund Services Email FormatsExamplePercentage
First.Last@umb.comJohn.Doe@umb.com
88%
FLast@umb.comJDoe@umb.com
4%
Last.First@umb.comDoe.John@umb.com
3%
F_Last@umb.comJ_Doe@umb.com
1%
FirstLast@umb.comJohnDoe@umb.com
1%
First@umb.comJohn@umb.com
1%
Last@umb.comDoe@umb.com
1%
LastF@umb.comDoeJ@umb.com
1%
First.Last@umbfs.comJohn.Doe@umbfs.com
40%
FirstLast@umbfs.comJohnDoe@umbfs.com
40%
FirstLas@umbfs.comJohnDoe@umbfs.com
20%

Frequently Asked Questions

Where is UMB Fund Services's headquarters located?

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UMB Fund Services's main headquarters is located at 235 W Galena Street Milwaukee, WI 53212 US. The company has employees across 2 continents, including North AmericaEurope.

What is UMB Fund Services's official website and social media links?

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UMB Fund Services's official website is umbfs.com and has social profiles on LinkedIn.

How much revenue does UMB Fund Services generate?

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As of August 2025, UMB Fund Services's annual revenue is estimated to be $250M.

What is UMB Fund Services's SIC code NAICS code?

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UMB Fund Services's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does UMB Fund Services have currently?

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As of August 2025, UMB Fund Services has approximately 358 employees across 2 continents, including North AmericaEurope. Key team members include Vice President Of Business Development: S. W.Senior Executive Administrative Assistant To Coo: J. M.Senior Vice President, Director Of Client Services: S. S.. Explore UMB Fund Services's employee directory with LeadIQ.

What industry does UMB Fund Services belong to?

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UMB Fund Services operates in the Financial Services industry.

What is UMB Fund Services's email format?

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UMB Fund Services's email format typically follows the pattern of First.Last@umb.com. Find more UMB Fund Services email formats with LeadIQ.

When was UMB Fund Services founded?

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UMB Fund Services was founded in 1989.
UMB Fund Services

UMB Fund Services

Financial ServicesWisconsin, United States201-500 Employees

At UMB Fund Services, we recognize the unique challenges money managers face. Our goal is to leave money managers free to focus on their primary goals: investment performance and growing assets under management. 

Having confidence in your back office will enhance your ability to deliver on these goals. Our cutting-edge combination of service, product depth and technology is designed to deliver the unparalleled customer experience…the kind you expect and deserve. 

In today’s marketplace, you need more than a provider; you need a partner that recognizes they are a critical part of how you do business and treats your business as if it were their own. 

That’s how we do business at UMB Fund Services, and how we deliver on our brand promise…Count on more.®

Section iconCompany Overview

Headquarters
235 W Galena Street Milwaukee, WI 53212 US
Website
umbfs.com
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52 - Finance and Insurance
Founded
1989
Employees
201-500

Section iconFunding & Financials

  • $250M$500M

    UMB Fund Services's revenue is estimated to be in the range of $250M$500M

Section iconFunding & Financials

  • $250M$500M

    UMB Fund Services's revenue is estimated to be in the range of $250M$500M

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