Companies offering Unified Managed Account
A Unified Managed Account (UMA) is a professionally managed investment portfolio that aggregates multiple strategies—such as SMAs, mutual funds, stocks, bonds, model portfolios, and ETFs—into a single account, giving investors flexibility, transparency, and streamlined administration.
4,648
companies
List of companies that offer Unified Managed Account
This is sourced from job postings — companies only hire for what they actively use or plan to adopt · how we source this →

Employees5kRetail
Unified Managed AccountHigh confidence
Employees1.5kTruck Transportation
Unified Managed AccountHigh confidence
Employees3.1kTelecommunications
Unified Managed AccountHigh confidence
Employees6kRevenue$25MBanking
Unified Managed AccountHigh confidence
Employees657IT Services and IT Consulting
Unified Managed AccountHigh confidence
Employees1kRevenue$17MBanking
Unified Managed AccountHigh confidence
Employees3.3kRevenue$22MEducation Administration Programs
Unified Managed AccountHigh confidence
Employees26kEducation
Unified Managed AccountHigh confidence
Employees6kHospitals and Health Care
Unified Managed AccountHigh confidence
Employees390Revenue$35kFinancial Services
Unified Managed AccountHigh confidence
Showing top companies out of 4,648 that offer Unified Managed Account. Get the full list on TheirStack.
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