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UMB Fund Services
What Does UMB Fund Services Do?
UMB Fund Services, a division of UMB Financial Corporation (NASDAQ: UMBF), provides a comprehensive suite of back-office, middle-office, and distribution solutions for investment managers. They cater to a diverse range of clients, including those managing mutual funds, alternative investments (hedge funds, private equity), collective investment trusts (CITs), and exchange-traded funds (ETFs). Their services encompass fund accounting, administration, investor services, transfer agency, custody, and distribution support, leveraging technology and industry expertise to help clients navigate complex operational and regulatory landscapes.
Where Is UMB Fund Services's Headquarters?
HQ Function
Serves as the primary corporate headquarters for UMB Financial Corporation, overseeing all strategic, operational, and administrative functions, including those supporting UMB Fund Services.
Notable Features:
The UMB Financial Corporation headquarters is a prominent modern office building in downtown Kansas City, reflecting the company's established presence in the region.
Work Culture:
UMB fosters a client-centric and collaborative work culture, emphasizing integrity, teamwork, and community engagement. The environment aims to support professional growth and innovation.
HQ Significance:
The Kansas City headquarters is significant as it anchors UMB's operations in a city where it has a long history, dating back to its founding. It symbolizes the company's stability and commitment to the Midwest financial services market.
Values Reflected in HQ: The headquarters' operations and design aim to reflect UMB's core values of customer service, integrity, respect for individuals, and proactive solutions.
Location:
UMB Fund Services primarily operates within the United States, with key operational centers strategically located to serve a national client base. While their physical offices are U.S.-based, they support investment managers with global investment strategies and can service funds domiciled in various international jurisdictions (e.g., Cayman Islands, Ireland) through their established partnerships and expertise.
Street Address:
1010 Grand Blvd
City:
Kansas City
State/Province:
Missouri
Country:
USA
Where Else Does UMB Fund Services Operate Around the World?
West Chester, Pennsylvania, USA
Address: 10 N. High Street, Suite 200, West Chester, PA 19380
Provides strategic presence near major financial centers on the East Coast, offering access to a skilled talent pool and facilitating closer client relationships in the region.
Milwaukee, Wisconsin, USA
Address: 770 N Water St, Milwaukee, WI 53202
Serves as a significant operations center in the Midwest, leveraging the region's financial services expertise to support UMB's national client base.
Ogden, Utah, USA
Address: 2404 Washington Blvd, Ogden, UT 84401
Offers operational scalability and business continuity capabilities, taking advantage of the workforce and infrastructure in the Mountain West region.
Buying Intent Signals for UMB Fund Services
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
Who's Leading UMB Fund Services? Meet the Executive Team
As of April 2025, UMB Fund Services' leadership includes:
Who's Investing in UMB Fund Services?
UMB Fund Services has been backed by several prominent investors over the years, including:
What Leadership Changes Has UMB Fund Services Seen Recently?
No major publicly announced executive hires or exits specifically within the direct leadership of UMB Fund Services have been identified in the last 12 months. Leadership changes at the UMB Financial Corporation level may occur and be reported in their investor relations news.
What Technology (Tech Stack) Is Used byUMB Fund Services?
Discover the tools UMB Fund Services uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
UMB Fund Services Email Formats and Examples
UMB Financial Corporation, the parent company of UMB Fund Services, typically uses a standard corporate email format. The most common format is 'first.last@umb.com'. Variations might exist but this is the predominant pattern.
first.last@umb.com
Format
jane.doe@umb.com
Example
90%
Success rate
What's the Latest News About UMB Fund Services?
UMB Newsroom • December 5, 2023
UMB Bank announces strategic partnership with SS&C’s GoCentral to provide enhanced private markets solution
UMB Bank, n.a., a subsidiary of UMB Financial Corporation (Nasdaq: UMBF), announced a strategic partnership with SS&C Technologies to leverage SS&C’s GoCentral platform. This collaboration aims to enhance UMB’s private market fund administration capabilities, offering clients a more streamlined and comprehensive solution for their alternative investment funds....more
PR Newswire • May 2, 2023
CrossingBridge Advisors, LLC Selects UMB Fund Services for New ETF
UMB Fund Services was selected by CrossingBridge Advisors, LLC, an affiliate of an established institutional investment firm, to provide fund administration, accounting, and transfer agency services for their new actively managed fixed income ETF, the CrossingBridge Ultra-Short Duration ETF (NYSE: CBUS)....more
UMB Newsroom • August 1, 2023
UMB Fund Services named Best Administrator – Client Service (Under $30B) at 2023 HFM US Services Awards
UMB Fund Services was recognized for its outstanding client service in the fund administration space, specifically for firms with under $30 billion in assets under administration, at the HFM US Services Awards 2023. This award highlights their commitment to providing high-quality service to their hedge fund clients....more
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