UMA Financial Services

umafs.org

investment management

umafs.org

Salt Lake City, Utah, United States

11-50 employees

17210000 revenue

LinkedIn Profile

About UMA Financial Services

cash management, estate planning amp preservation, retirement planning, financial planning, estate planning preservation, insurance planning, investment planning, college funding, investment management, investment portfolio design, employer-sponsored retirement plans, fiduciary advisor, long-term care risk assessment, college funding options, services, asset management, fiduciary duty, personalized financial strategies for healthcare professionals, financial planning & advisory, tax planning

UMA Financial Services's Tech Stack

Decision Makers at UMA Financial Services

1 contact

Jeff Zesiger

President - CEO

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10 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

AWS infrastructure signals engineering sophistication. This company likely evaluates cloud cost management, security tooling, observability, and developer productivity solutions.

UMA Financial Services's Position in the StackWho Database

• UMA Financial Services is 1 of 4,084 investment management companies tracked in StackWho.
• 4,071 investment management companies in our database have verified decision-maker emails (100% of the cohort).
• 4,650 companies in Utah are in the StackWho database.
• 1,525 investment management companies are in the 11-50 employee range (same size as UMA Financial Services).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does UMA Financial Services use?

UMA Financial Services uses Outlook, Microsoft Office 365, Amazon AWS, Gmail, Google Apps, MailChimp SPF, and 4 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at UMA Financial Services?

StackWho has verified email addresses for 1 decision maker at UMA Financial Services. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach UMA Financial Services directly for sales, recruiting, or partnerships.

What industry is UMA Financial Services in?

UMA Financial Services operates in the investment management industry, headquartered in Salt Lake City, Utah, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export UMA Financial Services's contact data?

Yes. StackWho Pro members can export decision maker contact data for UMA Financial Services and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.