# UMB Banks: portfolio, investments and team > UMB Banks is a wealth manager based in United States. 3 investments on record, latest Oct 2015. Portfolio, stages, co-investors and team. Source: https://millionrounds.com/fund/umb-banks (Millionrounds; every figure on the page links to its filing or article) United States · [Investor](https://millionrounds.com/investors) # UMB Banks Last cheque observed Oct 2015. Silence since then is not evidence of inactivity: our sources miss unannounced rounds. Email Quiet Wealth manager Seed Series A Artificial Intelligence Banking EdTech Follow UMB Banks and see its new cheques in your feed. [Start following](https://millionrounds.com/login?join=1&why=follow&next=%2Ffund%2Fumb-banks) Cheques on record **0%** of best year **0** **cheques in 12 months**, 3 on record Since the last cheque **4030** days **00** hrs **00** min **00** sec Median round **$875K** Rounds led **0 of 3** Pitch UMB Banks ## UMB Banks highlights - 01 3 rounds on record - 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 Intelligence Banking EdTech - **Based in:** OVERLAND PARK, United States - **Cold pitches:** Not stated ## The record Every round we can evidence, newest first **3 appearances** - **2015** 3 rounds - **Oct** **[Blooom](https://millionrounds.com/company/blooom)** Series A · US **$4.0M** With 4 others - **Jul** **[PFITR, LLC](https://millionrounds.com/company/pfitr-llc)** US **$50K** With 1 other - **Mar** **[Fluent](https://millionrounds.com/company/fluent)** Seed · US **$875K** With 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 registration **10 named** AG **Angela Gaye Gates** Finop / President / Director / Pfo / Poo / Treasurer i Form ADV BJ **Benjamin Joseph Skilling** Director i Form ADV CS **Christopher Sheldon Long** Chief Compliance Officer i Form ADV JM **James Matthew Stephens** Secretary i Form ADV JA **Jeffrey Andrew Smith** CCO i Form ADV JT **Jeffrey Thomas Maxwell** Cao, Svp i Form ADV JR **Jimmy Ray Jr Turner** Director i Form ADV JC **John Charles Pauls** Assistant Secretary i Form ADV PJ **Phillip James Mason** Director i Form ADV TH **Thomas Harold Massey** Director i Form 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 **$130M** assets it manages, 2 advisers combined Oct 2026 **Registered** investment adviser full reporting to the SEC - **Legal name:** UMB Financial Services, Inc. - **SEC number:** CRD 17073 Funds on its Form ADV **4** private funds, **$51M** in gross assets · filed Jul 2024 - FW Tessera Horizon, LLC *Private equity* 1 investor $21M - FW Tessera Royale, LLC *Private equity* 1 investor $16M - FW Tessera LLC *Private equity* 1 investor $8.4M - KS Halite, LLC *Private equity* 1 investor $6.6M ## The cheque Seed Series A Median round joined **$875K** the round, not its cheque Led 0 of 3 rounds **0%** - **Sole investor:** Never alone - **Last cheque:** Oct 2015 Rounds by stage said on their site - Seed *1* - Series A *1* **Pitching UMB Banks?** Put them on your fundraising board with this record on the card, and follow them to hear when they write a new cheque. Add to your CRM *→* ## 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. ## Raising now? 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