United States · Investor

UMB Banks

Last cheque observed Oct 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds.

QuietWealth manager

SeedSeries AArtificial IntelligenceBankingEdTech

Cheques on record
0%of best year0cheques in 12 months, 3 on record
Since the last cheque4030days00hrs00min00sec
Median round$875KRounds led0 of 3
Pitch UMB Banks

UMB Banks highlights

  1. 01

    3 rounds on record

  2. 02

    Mostly Seed and Series A: 100% of its rounds

What they do

Type
Wealth manager (from a list, unverified)
Cheque size
Not stated
Sectors
Artificial IntelligenceBankingEdTech
Based in
OVERLAND PARK, United States
Cold pitches
Not stated

The record

Every round we can evidence, newest first3 appearances

  1. 2015

    3 rounds

  2. Oct
    BlooomSeries A · US$4.0MWith 4 others
  3. Jul
    PFITR, LLCUS$50KWith 1 other
  4. Mar
    FluentSeed · US$875KWith 6 others

An announcement gives the size of the round, not the size of this investor's cheque: the only rounds that imply a cheque are those where they were the sole named investor.

The team

Named by the firm itself, on a filing, its Form ADV or its company registration10 named

AGAngela Gaye GatesFinop / President / Director / Pfo / Poo / TreasureriForm ADV
BJBenjamin Joseph SkillingDirectoriForm ADV
CSChristopher Sheldon LongChief Compliance OfficeriForm ADV
JMJames Matthew StephensSecretaryiForm ADV
JAJeffrey Andrew SmithCCOiForm ADV
JTJeffrey Thomas MaxwellCao, SvpiForm ADV
JRJimmy Ray Jr TurnerDirectoriForm ADV
JCJohn Charles PaulsAssistant SecretaryiForm ADV
PJPhillip James MasonDirectoriForm ADV
THThomas Harold MasseyDirectoriForm ADV

We also hold 11 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.

What the register says

From the firm's own filings with the SEC, which it must file accurately by law

$130Massets it manages, 2 advisers combinedOct 2026
Registeredinvestment adviserfull reporting to the SEC
Legal name
UMB Financial Services, Inc.
SEC number
CRD 306374

Funds on its Form ADV

4 private funds, $51M in gross assets · filed Jul 2024

  1. FW Tessera Horizon, LLCPrivate equity1 investor$21M
  2. FW Tessera Royale, LLCPrivate equity1 investor$16M
  3. FW Tessera LLCPrivate equity1 investor$8.4M
  4. KS Halite, LLCPrivate equity1 investor$6.6M

Quick answers about UMB Banks

What does UMB Banks invest in?

UMB Banks invests most often at Seed and Series A (100% of the rounds on record), in sectors such as Artificial Intelligence, Banking and EdTech.

How active is UMB Banks?

3 investments on record, 0 of them in the last 12 months. The most recent was in Oct 2015.

How big are UMB Banks's cheques?

The median round it joins is $875K.

Is UMB Banks investing now?

No investments in the last 12 months; the latest was in Oct 2015.

What kind of investor is UMB Banks?

UMB Banks is a wealth manager based in OVERLAND PARK, United States.

How much does UMB Banks manage?

About $130M, as regulatory assets under management, 2 advisers added together (Oct 2026).

When was UMB Banks founded?

UMB Banks was founded in 1913.

Where does this information on UMB Banks come from?

From public registers and its own website, checked and rebuilt every night.

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Built from the rounds we watched, its filings and its own website, refreshed every night. How we count · Report a correction · Is this your firm? Claim it