Companies offering Unified Managed Household
A Unified Managed Household (UMH) or Unified Managed Household Account (UMHA) is a professionally overseen portfolio that consolidates multiple family members' investment accounts to improve tax efficiency and asset allocation, with an account manager handling ongoing rebalancing to meet long‑term goals and risk tolerance, primarily serving high‑net‑worth households.
154
companies
List of companies that offer Unified Managed Household
| Company | Country | Industry | Employees | Revenue | Technologies |
|---|---|---|---|---|---|
United States | Hospitals and Health Care | 15k | Unified Managed Household | ||
United States | Higher Education | 15k | $772M | Unified Managed Household | |
United States | Hospitals and Health Care | 1.1k | Unified Managed Household | ||
United States | Hospitals and Health Care | 274 | Unified Managed Household | ||
United States | Hospitals and Health Care | 3.2k | Unified Managed Household | ||
Netherlands | Hospitality | 75 | Unified Managed Household | ||
United States | Real Estate | 41 | Unified Managed Household | ||
Canada | Banking | 97k | $32B | Unified Managed Household | |
Spain | Higher Education | 4 | Unified Managed Household | ||
United States | Hospitals and Health Care | 3k | Unified Managed Household |
Showing top companies out of 154 that offer Unified Managed Household. Get the full list on TheirStack.
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