We entered the asset servicing business decades ago. Today, hundreds of talented associates team up to work on our clients' business with a level of passion and expertise that's unmatched in the industry.

We’re focused on being a critical partner in the growth of our clients' businesses. Our clients benefit from the financial strength and service breadth of a large financial services organization, combined with the responsiveness, accessibility and consultative approach of a boutique service provider.

What sets UMB Fund Services apart from the competition?

In all that we do, we strive to provide our clients with the unparalleled customer experience. Through our unique combination of people, process and technology, we enable you to focus on your primary goals: investment performance and growing assets under management.

People

Great people are at the heart of great service.

Our clients benefit from partnering with a team of highly educated associates who are subject-matter experts with deep experience in all business lines.

Our outstanding workplace culture and tenured associates help ensure a solid long-term partnership with clients.

Meet our dedicated and experienced leadership team.

Process

Our decades of experience in defining standards of operation equip us to fine-tune procedures for smooth implementation and consistent execution.

Our integrated teams enhance speed and collaboration, while disciplined oversight promotes effective troubleshooting and risk management.

Guiding all of our activities is our high-touch service model focused on client needs and expectations.

Learn about our back-office services, which enable clients to focus on money management and asset growth.

Technology

Investing in robust, up-to-date technology demonstrates our commitment to outstanding service.

In well-established functions, we use proven technology to ensure optimal performance—while tailored, proprietary systems enable us to meet the challenges of rapidly evolving disciplines.

Our technology experts continually canvass the market for new ideas and expanded capabilities.

Clients have ready access to data and information through our client web portal.

Firm Leadership

Great people are at the heart of great service.

UMBFS has been recognized by HFM Week's US Hedge Fund service Awards for the second year in a row.

Vision, Mission & Values

We work hard to stand out, to deliver the unparalleled customer experience.

UMBFS has been recognized by HFM Week's US Hedge Fund service Awards for the second year in a row.

Careers at UMB Fund Services

We're looking for people who thrive on challenge, change and providing the unparalleled customer experience.

UMBFS has been recognized by HFM Week's US Hedge Fund service Awards for the second year in a row.

UMB is a registered service mark of UMB Financial Corporation.
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