UMB Financial

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.

Greg Carasik

President Asset Based Lending

Brian Hutchin

Executive Vice President, Director of Healthcare Services

Phillip Mason

President of Institutional Banking

Abby Wendel

President

J. Kemper

President, Chairman and CEO

Past deals in Missouri

Tesseract Ventures

Seed Round in 2020
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.

PFITR

Convertible Note in 2015
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.

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.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.