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.

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 →

CompanyCountryIndustryEmployeesRevenueTechnologies
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United States

Hospitals and Health Care

15k

Unified Managed Household

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United States

Hospitals and Health Care

1.3k

Unified Managed Household

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United States

Higher Education

15k

$772M

Unified Managed Household

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United States

Hospitals and Health Care

279

Unified Managed Household

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Netherlands

Hospitality

80

Unified Managed Household

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United States

Hospitals and Health Care

3.2k

Unified Managed Household

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United States

Real Estate

43

Unified Managed Household

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United States

Hospitals and Health Care

3.1k

Unified Managed Household

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United States

Higher Education

39k

$9.5B

Unified Managed Household

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Canada

Investment Management

6k

Unified Managed Household

Showing top companies out of 179 that offer Unified Managed Household. Get the full list on TheirStack.

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