What departments does UMB Fund Services have?

UMB Fund Services has employees across 8 departments including Accounting, Finance, Administrative, Education, Engineering.

What is the largest department at UMB Fund Services?

The largest department at UMB Fund Services is Accounting with 10 employees.

Where are UMB Fund Services employees located globally?

UMB Fund Services has employees across 3 continents and 4 countries including Sweden, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Colombia.

How has UMB Fund Services's team size changed over time?

UMB Fund Services's team has decreased from approximately 428 to 187 employees based on available data.

Learn more at LeadIQ.com

UMB Fund Services Employee Directory

Financial ServicesWisconsin, United States201-500 Employees

UMB Fund Services, based in Milwaukee, Wisconsin, provides back-office and fund administration support to money managers and fund sponsors, covering both registered and alternative investment vehicles. The company seeks to relieve clients of operational burdens so they can focus on investment performance and growing assets under management. It frames itself as a partner integral to its clients’ business, employing hundreds of professionals to support their back-office needs.

In the financial services industry, it offers fund administration through a broad range of services and technology-enabled processes designed to support client operations. A notable development in 2022 was the appointment of Timothy Bonin as director of fund operations, signaling leadership expansion.

UMB Fund Services Global Highlights

North America
256

United States Of America
256

Europe
2

Sweden
1
United Kingdom Of Great Britain And Northern Ireland
1

South America
1

Colombia
1

UMB Fund Services's Leadership

D. W.
Senior Vice President Director Of Technology
Mobile Phone
Email
M. W.
Fund Accounting Manager
Mobile Phone
Email
A. G.
Financial Control Supervisor
Mobile Phone
Email
J. P.
Fund Administration Senior Manager
Mobile Phone
Email
J. Z.
Transfer Agency Supervisor
Mobile Phone
Email
T. P.
Lead Fund Administrator
Mobile Phone
Email
T. H.
Senior Fund Accountant
Mobile Phone
Email
A. K.
Senior Fund Accountant
Mobile Phone
Email

UMB Fund Services Employee Metrics

100%

50%

2026

2025

Accounting
Finance
Operations
Administrative
Analytics
Other
Banking
Program & Project Management
Community & Social Services
Engineering

Contact profiles from UMB Fund Services

Name

Title

Contact

Location

Last Update

M. G.
Fund Accountant And Alternative Investment Operations Specialist I
Mobile Phone
Email
Apr 23, 2025
S. K.
Financial Control Balancer
Mobile Phone
Email
Apr 24, 2025
S. V.
Software Engineer
Mobile Phone
Email
Aug 29, 2026
A. D.
Laboratorista
Mobile Phone
Email
Colombia
Sep 05, 2026

Frequently Asked Questions

What is UMB Fund Services known for?

UMB Fund Services was founded in 1989 and operates in the Financial Services industry. Explore UMB Fund Services's company overview page for more information.

What is UMB Fund Services's most common email format?

UMB Fund Services employees' email format typically follows the pattern of First.Last@umb.com. Trying to find reliable and up-to-date employee contact data? Find more UMB Fund Services email formats with LeadIQ.

How many employees does UMB Fund Services have currently?

UMB Fund Services has approximately 358 employees as of July 2026. These team members are located across 3 continents, including North America, Europe and South America.

Who are UMB Fund Services's key employees and leadership?

As of July 2026, UMB Fund Services's key employees include:

Senior Vice President Director Of Technology: D. W.
Fund Accounting Manager: M. W.
Financial Control Supervisor: A. G.
Fund Administration Senior Manager: J. P.
Transfer Agency Supervisor: J. Z.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

UMB Fund Services Employee Directory

Find UMB Fund Services employees' phone numbers or email addresses

Name search is limited — try advanced search instead