Press enter to activate the dialog and use the tab key to navigate through the options.

  1. Top Workplaces
  2. UMB Fund Services

UMB Fund Services

UMB Fund Services is an award-winning service provider offering a broad array of services for both mutual funds and alternative investments. We offer our services to a wide range of investment advisors, independent money managers, broker-dealers, banks, third-party administrators, insurance companies and other financial services providers. Together with our affiliates, we provide a full range of investment product services, including:

•    Mutual fund accounting and administration
•    Alternative investment services
•    Investor services and transfer agency
•    Distribution and marketing
•    Custody and cash management
... Read more


To be recognized for the unparalleled customer experience.... Read more


With our position of trust and our tradition of integrity, our shared mission is to know our customers and anticipate their needs; advocate and advise; innovate and surprise.... Read more

Additional Culture Details

A company with heart: We care deeply about our UMB family and the communities we serve. Help us help people build happy futures.

Partnering with integrity: We are guided by our sense of integrity. At UMB, we do what’s right, not what is popular.

Make your mark: Bring your best ideas and make them real. At UMB, there is always exciting and fulfilling work waiting to be done.
... Read more


Customers First
We do the unparalleled to create an environment that consistently exceeds the expectations of our customers.


Milwaukee, WI


3,500 US Employees


Back Office Services

Recent Awards