UMB Bank, headquartered in Kansas City, Missouri, is a comprehensive financial services institution offering a range of commercial and personal banking solutions. Its commercial banking division provides various deposit, lending, and investment services, while the personal banking segment focuses on wealth management and financial planning. UMB also specializes in institutional banking, delivering asset servicing, corporate trust solutions, investment banking, and healthcare services. The bank serves diverse industries, including information technology, healthcare, energy, retail, and financial services. Additionally, UMB Capital Corporation, a subsidiary of UMB Bank, engages in private equity and venture capital investments, primarily targeting financial technology companies and middle-market businesses across the United States. This subsidiary offers custom capital solutions, including mezzanine debt and equity investments, while UMB Investment Advisors manages investment portfolios for benefit plans and high-net-worth individuals, focusing on equity and fixed income markets.
Tesseract Ventures, LLC is a robotics company based in Kansas City, Missouri, incorporated in 2018. The company focuses on designing and developing advanced technologies, including robots, smart spaces, wearables, and connected platforms. Tesseract Ventures aims to enhance American industries by providing innovative solutions that improve connectivity and efficiency through the integration of robotics, artificial intelligence, and user experience design. Their work encompasses a range of next-generation products and systems, all geared towards creating smarter and more efficient operational environments.
Bridge Financial Technology Inc. offers automated Software-as-a-Service solutions tailored for Registered Investment Advisors (RIAs), financial advisors, and wealthtech companies. Founded in 2015 and headquartered in Chicago, Illinois, the company specializes in developing portfolio accounting and management software. Its Atlas platform includes features for quick billing, invoicing, performance aggregation, client portals, and file sharing, enabling fiduciary advisors to streamline operations. By enhancing efficiency and promoting technological adoption, Bridge Financial Technology empowers RIAs to automate office work and investment management, thereby allowing them to serve more clients, scale their businesses, and reduce operational costs.
LendingFront, Inc. is a cloud-based lending platform tailored for banks and financial institutions, headquartered in New York City. The company provides a comprehensive, white-label software solution that encompasses all facets of the small business lending process. Its offerings include application management, underwriting, loan lifecycle monitoring, and customer information systems. LendingFront enables clients to automate various aspects of lending while allowing for manual oversight as needed. The platform is designed to accommodate a diverse clientele, from rapidly expanding online credit providers to large financial institutions. The founding team comprises experienced professionals from notable organizations in the lending technology sector.
Fluent Network develops enterprise blockchain network for financial institutions and global enterprises. It also provides solutions and applications that are used in the areas of global payment platform, supply chain financing platform, receivables marketplace, supply chain market place, and API and developer platform. The company is headquartered in New York, New York.
Blooom, Inc. is an online investment advisory firm based in Leawood, Kansas, that specializes in managing individual accounts within employer-sponsored retirement plans, such as 401(k)s and 403(b)s. Established in 2013, the company was founded by experienced financial advisors who recognized the need to provide accessible financial guidance to a broader audience, particularly those without access to traditional financial advisors. As a Registered Investment Advisor with the SEC, Blooom focuses on delivering fiduciary best practices through low-cost solutions, appropriate asset allocation, and diversification. The firm aims to assist millions of Americans who have workplace retirement accounts but may lack the expertise or desire to manage their investments independently.
PFITR, Inc. specializes in providing integrated mobile solutions tailored for public funds investment managers. The company offers a software-as-a-service platform that allows public fiduciaries, such as treasurers and finance directors, to access real-time valuation metrics based on market transactions, facilitating informed investment decisions. Their flagship product, the Bond Price Validation tool, equips institutional investors with analytics and internal controls to enhance portfolio management, addressing challenges related to risk, liquidity, and yield. By leveraging proprietary data from strategic partners, PFITR ensures market transparency for investment purchases, enabling users to understand pricing and associated fees. The company aims to serve the vast market of U.S. public entities, targeting a conversion of 4,000 customers within five years. PFITR has garnered attention from early-stage venture investors and has begun building a substantial sales pipeline, indicating strong growth potential in the public finance sector.
Marquette Commercial Finance, a subsidiary of Marquette Financial Companies, Inc., specializes in providing banking and commercial finance services tailored to small and middle market businesses. The company offers a range of financing solutions, including accounts receivable financing, asset-based loans, and factoring services, primarily targeting the transportation sector and other small to mid-sized companies. By addressing the working capital needs of its clients, Marquette Commercial Finance facilitates business growth, mergers and acquisitions, and financial restructuring, while enhancing liquidity for its customers. Additionally, the company operates banks with branches located in Arizona and Texas, further expanding its service offerings in real estate lending and wealth management.
CardPartner Inc. enables users to create custom affinity credit card programs online. The company offers Visa credit card programs, platinum Visa cards, and affinity credit cards. It serves charities, schools, research groups, sports clubs, and the U.S.-based smaller membership organizations and non-profits, as well as local, regional, and national professional groups.
UMB Bank & Trust, N.A.
Acquisition in 2001
UMB Bank & Trust, N.A. provides corporate trust services including corporate bond trustee, municipal bond trustee, escrow agent, paying agent and registrar, endowed care trustee, and pre-need services. UMB Bank & Trust, N.A. was formerly known as State Street Bank & Trust Co. of Missouri NA.
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