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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.®

UMB Fund Services Questions

The UMB Fund Services annual revenue was $1.5 billion in 2026.

Chad Allen is the Managing Director - Project Manager of UMB Fund Services.

32 people are employed at UMB Fund Services.

UMB Fund Services is based in Milwaukee, Wisconsin.

Top UMB Fund Services Employees

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