Insights

Strong Leadership Activity The company's CEO, Mat Ishbia, is actively involved in stock transactions, selling large volumes of shares multiple times within recent months. This indicates a high level of insider activity which could signal shifts in strategic direction or investor confidence, presenting opportunities for financial product pitches or investor relations services.

Market Recognition Challenges UWM's warrants are set for delisting from the NYSE, reflecting potential market valuation issues or restructuring needs. This situation creates an opportunity to offer advisory services on capital restructuring, liquidity solutions, or alternative funding channels to mitigate trading risks and restore investor confidence.

Competitive Industry Landscape Operating within the investment management space alongside firms like loanDepot and Quicken Loans, UWM targets affluent and high-net-worth clients, suggesting potential for tailored financial technology solutions or premium wealth management products to differentiate from competitors.

Recent Transaction Activity CEO Ishbia has executed multiple substantial stock sales post-strong quarterly results, indicating readiness to capitalize on growth or reposition assets. This activity signals an openness to strategic financial products such as private placements, stock options, or bespoke investment opportunities.

Focus on Advisory Services UWM’s emphasis on personalized, data-driven wealth strategies and behavioral coaching underscores a potential sales avenue for advanced financial planning tools, digital client engagement platforms, or sentiment analysis solutions designed to elevate client advisory capabilities.

UWM Tech Stack

UWM uses 8 technology products and services including Facebook Pixel, Microsoft 365, Choices, and more. Explore UWM's tech stack below.

  • Facebook Pixel
    Analytics
  • Microsoft 365
    Email
  • Choices
    Javascript Libraries
  • PWA
    Miscellaneous
  • HSTS
    Security
  • Apache
    Web Servers
  • Apache HTTP Server
    Web Servers
  • AddToAny
    Widgets

Media & News

UWM's Email Address Formats

UWM uses at least 1 format(s):
UWM Email FormatsExamplePercentage
First.Last@urbanwm.comJohn.Doe@urbanwm.com
50%
First.Last@urbanwm.comJohn.Doe@urbanwm.com
50%

Frequently Asked Questions

Where is UWM's headquarters located?

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UWM's main headquarters is located at 841 Apollo Street Suite 320 el Segundo, California 90245 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is UWM's phone number?

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You can contact UWM's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is UWM's stock symbol?

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UWM is a publicly traded company; the company's stock symbol is UWMC.

What is UWM's official website and social media links?

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UWM's official website is urbanwm.com and has social profiles on LinkedIn.

What is UWM's SIC code NAICS code?

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UWM's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5239 - Other Financial Investment Activities.

How many employees does UWM have currently?

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As of February 2026, UWM has approximately 121 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Verification Specialist: W. N.Underwriter I: T. W.Underwriter: A. M.. Explore UWM's employee directory with LeadIQ.

What industry does UWM belong to?

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UWM operates in the Investment Management industry.

What technology does UWM use?

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UWM's tech stack includes Facebook PixelMicrosoft 365ChoicesPWAHSTSApacheApache HTTP ServerAddToAny.

What is UWM's email format?

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UWM's email format typically follows the pattern of First.Last@urbanwm.com. Find more UWM email formats with LeadIQ.

When was UWM founded?

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UWM was founded in 2012.

UWM

Investment ManagementCalifornia, United States51-200 Employees

We are a boutique wealth management firm dedicated to serving affluent and high-net-worth individuals and families. Our approach simplifies financial complexity through clear, data-driven strategies tailored to evolve with your life, from wealth growth and preservation to succession planning and lasting impact. As fiduciaries, we prioritize transparency and always act in your best interests. By combining evidence-based research with adaptive asset allocation, we seek to optimize risk-adjusted returns while managing market and life uncertainties. Operating on a fee-based model, we offer personalized behavioral coaching designed to support you in making confident, informed decisions that align with your short and long-term financial goals.

Section iconCompany Overview

Headquarters
841 Apollo Street Suite 320 el Segundo, California 90245 United States
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
UWMC
NAICS Code
5239 - Other Financial Investment Activities
Founded
2012
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    UWM's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    UWM's revenue is estimated to be in the range of $25M$50M

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