Um Advisory Inc

At UM Advisory, we help founders, operators, and business owners turn financial complexity into clarity — and use their numbers to drive smarter, faster decisions. With over 15 years of global finance experience, we support SaaS, tech, and service-based companies with the kind of financial strategy, modeling, and operational support that delivers real outcomes — not just reports. Whether you’re growing fast and need financial structure, preparing for a raise, or looking to recover profitability, we bring the tools, insights, and execution to move the needle. Our Services Include: Financial Advisory – Strategic insights and hands-on guidance to help you scale with confidence Controlling – Clarity on margins, cost centers, and KPIs that inform real decision-making Bookkeeping – Clean, compliant books that are ready for growth, audit, or investor review Corporate Finance – Capital raising, deal structuring, M&A analysis, and transaction support Investment Advisory – Portfolio reviews, allocation strategy, and long-term planning Wealth Management – For founders and professionals managing personal assets post-exit or in parallel Who We Work With: SaaS and tech-enabled companies Professional services and consulting firms Real estate investment groups and developers Entrepreneurs, family offices, and private investors We don’t do one-size-fits-all. Every engagement is tailored, strategic, and designed to deliver measurable results. Let’s connect and explore how we can support your next stage of growth.