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.
200
companies
List of companies that offer Unified Managed Household
This is sourced from job postings — companies only hire for what they actively use or plan to adopt · how we source this →

Employees15kHospitals and Health Care
Unified Managed HouseholdHigh confidence
Employees1.4kHospitals and Health Care
Unified Managed HouseholdHigh confidence
Employees16kRevenue$772MHigher Education
Unified Managed HouseholdHigh confidence
Employees247Revenue$239MReal Estate
Unified Managed HouseholdHigh confidence
Employees82Hospitality
Unified Managed HouseholdHigh confidence
Employees290Hospitals and Health Care
Unified Managed HouseholdHigh confidence
Employees3.3kHospitals and Health Care
Unified Managed HouseholdHigh confidence
Employees40Real Estate
Unified Managed HouseholdHigh confidenceEmployees1.1kHospitals and Health Care
Unified Managed HouseholdHigh confidence
Employees10kHospitals and Health Care
Unified Managed HouseholdHigh confidence
Showing top companies out of 200 that offer Unified Managed Household. Get the full list on TheirStack.
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