Where is UMANA located?

UMANA is headquartered in San Francisco, United States.

How many employees does UMANA have?

As of Apr 30, 2026, the latest employee count at UMANA is 9.

Is UMANA a funded company?

UMANA is a funded company, having raised a total of $***** in its 1st and only funding round.

Where does UMANA rank among its competitors?

UMANA ranks 270th amongst 683 active competitors, of which 18 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was Waterfield Advisors, which secured $15M in Feb, 2025.

Who are the top competitors of UMANA?

UMANA's top competitors include Stonehage Fleming Family & Partners, Waterfield Advisors and Client Associates. Among them, Waterfield Advisors secured the most recent funding round in February, 2025.

UMANA - 2026 Company Profile, Team & Competitors

UMANA is an unfunded company based in San Francisco (United States), founded in 2018. It operates as a Provider of multi family offices services. UMANA has not raised any funding yet. The company has 683 active competitors, including 18 funded and 40 that have exited. Its top competitors include companies like Stonehage Fleming Family & Partners, Waterfield Advisors and Client Associates.

Key Metrics

Founded Year

2018

Location

San Francisco, United States

Stage

Unfunded

Ranked

270^th among 683 active competitors

Employee Count

9 as on Apr 30, 2026

Similar Companies

Stonehage Fleming Family & Partners & 720 more

View UMANA's full profile

UMANA has not raised any funding rounds yet.

UMANA's employee count trend

UMANA has 9 employees as of Apr 26. Here is UMANA's employee count trend over the years:

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Top competitors of UMANA include Stonehage Fleming Family & Partners, Waterfield Advisors and Client Associates. Here is the list of Top 10 competitors of UMANA, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Stonehage Fleming Family & Partners 1976, Philadelphia (United States), Acquired	Provider of multi-family office services	$116M	Caledonia	65/100
2nd	Waterfield Advisors 2011, Mumbai (India), Series B	Provider of wealth management and financial advisory strategic consulting services	$29.2M	Jungle Ventures, TVS Capital Funds & 61 others	63/100
3rd	Client Associates 2002, Gurugram (India), Seed	Provider of private wealth management and family office advisory services	$991K	-	57/100
4th	Rockefeller Capital Management 1882, New York City (United States), Late Stage	Provider of multi-family office services	$622M	Viking Global Investors, IGM Financial & 2 others	56/100
5th	Entrust Family Office 2013, Bengaluru (India), Series A	Multi Family Office	$5.59M	Connect India, Olivaclinic	56/100
6th	Silvercrest Asset Management Group 2001, New York City (United States), Public	Multi family office	-	Vulcan Capital, Rosemont Investment Group	55/100
7th	Cresset Capital Management 2017, Chicago (United States), Unfunded	Venture capital firm focused on multiple sectors	-	Charles & Potomac Capital	50/100
8th	Foster Denovo 2005, London (United Kingdom), Series D	Provider of financial planning & advisory services	$131M	Crestline	49/100
9th	Pathstone Federal Street 2010, Fort Lee (United States), Series A	Provider of multi family office services	-	Kelso & Company, Lovell Minnick Partners & 1 others	49/100
10th	Abacus Capital 1995, Singapore (Singapore), Funding Raised	Corporate advisory firm	-	-	48/100
270th	UMANA 2018, San Francisco (United States), Unfunded	Provider of multi family offices services	-	-	19/100