UMB Fund Services

www.umbfs.com

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.®

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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.®

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Country

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State

Wisconsin

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City (Headquarters)

Milwaukee

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Founded

1989

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Employees statistics

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Potential Decision Makers

  • Financial Control Supervisor

    Email ****** @****.com
    Phone (***) ****-****
  • Investor Services Team Lead

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Vice President , Client Service Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Fund Accounting Manager

    Email ****** @****.com
    Phone (***) ****-****

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