UMB Fund Services Email Format

Financial ServicesWisconsin, United States201-500 Employees

UMB Fund Services, based in Milwaukee, Wisconsin, provides back-office and fund administration support to money managers and fund sponsors, covering both registered and alternative investment vehicles. The company seeks to relieve clients of operational burdens so they can focus on investment performance and growing assets under management. It frames itself as a partner integral to its clients’ business, employing hundreds of professionals to support their back-office needs.

In the financial services industry, it offers fund administration through a broad range of services and technology-enabled processes designed to support client operations. A notable development in 2022 was the appointment of Timothy Bonin as director of fund operations, signaling leadership expansion.

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