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VerifiedFinancial Services· Founded 2018

Uma Wealth

UMA Wealth is a unique, boutique, professional services group. Our logo is indicative of our approach – like a fingerprint, our consultancy is tailored to your requirements and every solution is unique. Our primary focus is on assisting clients in protecting and structuring their global assets and the organized transfer to future generations, in addition to the development and maintenance of the family’s overall governance structure. We assure constant synergy with our clients’ specialised advisors and the maintenance of already established and trusted professional relationships. We aim for efficient coordination as the key element amongst lawyers, financial advisors and other wealth servicing specialists when addressing compliance and clients’ financial planning goals. Our services- Consulting services on cross-border wealth planning - Trust and estate planning - Global Family Office services - Governance Services For more detail information visit our homepage:

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Employees16(11 to 50)Annual revenue<$1MFounded year2018Websiteumawealth.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

16

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at Uma Wealth

12 distinct titles indexed · top 10 shown.

  • 2administrative assistant
  • 2business consultant
  • 2legal counsel international business consultant
  • 1consultor de negócios sênior
  • 1director legal & compliance
  • 1finance manager
  • 1financial controller
  • 1group head of operations and technology
  • 1marketing
  • 1marketing event executive
  • +2more titles

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