UMA Wealth Revenue

Financial Services • Zug, Zug, Switzerland • 11-20 Employees

UMA Wealth revenue & valuation

Annual revenue	$1,368,880
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,400,000
Total funding	No funding

Key Contact at UMA Wealth

Marta Solà Ruiz

Director Legal & Compliance

Company overview

Headquarters	Neugasse 12, Zug, ZG 6300, CH
Websites	umawealth.com umawch.com
NAICS	52
Keywords	Governance, Consulting, Planning, Concierge, Structuring, Trustee Services, Directorship, Protector Services
Founded	2018
Employees	11-20

UMA Wealth Email Formats

UMA Wealth uses 3 email formats. The most common is {first initial}.{last name} (e.g., j.doe@umawealth.com), used 55.6% of the time.

Format	Example	Percentage
{first initial}.{last name}	j.doe@umawealth.com	55.6%
{first name}.{last name}	john.doe@umawealth.com	33.3%
{last name}.{last name}	doe.doe@umawealth.com	11.1%

About 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: www.umawealth.com

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Manager

Director

Employees by Department

UMA Wealth has 7 employees across 4 departments.

Departments

Number of employees

Funding Data

UMA Wealth has never raised funding before.

UMA Wealth Tech Stack

Discover the technologies and tools that power UMA Wealth's digital infrastructure, from frameworks to analytics platforms.

MediaElement.js

Video players

mOxie

JavaScript libraries

Underscore.js

JavaScript libraries

Slick

JavaScript libraries

jQuery UI

JavaScript libraries

Google Maps

Maps

Animate.css

UI frameworks

Microsoft 365

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

Frequently asked questions

UMA Wealth is located in Zug, Zug, CH.

UMA Wealth generates an estimated annual revenue of $1,368,880. This revenue figure reflects the company's market position and business performance in its industry.

UMA Wealth has an estimated valuation of $4,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

UMA Wealth was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

UMA Wealth has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at UMA Wealth

Marta Solà Ruiz

Director Legal & Compliance

4.8

40,000 users