UMANA
- Company typePrivate
- Founded2018
- HeadquartersSan Francisco, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What UMANA does
UMANA is a privately held financial services firm headquartered in San Francisco, United States, founded in 2018. According to its own positioning, the company delivers the "united capabilities of wealth management, trusted advisor, house of funds," indicating a multi-disciplinary offering that spans advisory services, fiduciary or consulting work, and fund-related activities (potentially fund management, fund distribution, or a fund-of-funds structure). The firm operates with a small team of 11–50 employees, consistent with an early- to mid-stage boutique operation rather than a scaled platform.
Beyond this self-description, the company maintains a deliberately minimal public footprint. Its website (umana.family) contains only a logo and the tagline "If you know, you know." There is no public disclosure of specific products, fund vehicles, AUM, fee structure, target client segments, regulatory registrations, technology stack, or team bios beyond the identification of two founders — Bá Minuzzi (Founder & CEO) and Jeremy Gardner (Founding Partner). No pricing, customer, partnership, distribution, marketing, or technology information is available in the input data, and there are no funding rounds, M&A activity, or leadership changes on record.
The business model cannot be precisely characterized from the available evidence, but the combination of "wealth management," "trusted advisor," and "house of funds" language is consistent with either (a) a hybrid advisory and fund platform serving high-net-worth or family-office clients, or (b) a fund-of-funds / multi-strategy investment vehicle with an in-house advisory layer. Given the small headcount, the founding-era vintage (2018), and the absence of disclosed capital raises, the operation appears to be a small, privately held firm with limited external visibility rather than a venture-backed growth-stage company.
UMANA firmographics
Firmographics- Name
- UMANA
- Website
- https://umana.family
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
UMANA industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where UMANA is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Markets served
UMANA business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
UMANA product offering
Product offeringCore offering
UMANA delivers the united capabilities of wealth management, trusted advisor services, and a house of funds through a caring and pioneering team. The firm provides personal financial advisory and curated fund offerings to its clientele from its San Francisco base.
Product overview
No detailed product or service information available from the provided source content. The source data contains only the company name, a tagline ("If you know, you know."), and a reference to a logo image file. No product pages, features, modules, or service descriptions were found in the scraped content.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Personal wealth management services delivered by UMANA's caring and pioneering team to individuals and families seeking consolidated advisory support.
- Trusted Advisor Services Trusted financial advisory services positioning UMANA as a dedicated advisor relationship for clients' wealth decisions.
- House of Funds Curated house of funds offering provided by UMANA, giving clients access to a selection of investment funds through the firm.
Companies that use UMANA
Customer profileIdeal customer profiles1 record
UMANA technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
UMANA competitors and assessment
Company assessmentDirect peers
- Carson Group: RIA and advisor-support platform providing wealth management, financial planning, and curated investment solutions to advisors and their HNW clients — overlaps with UMANA on integrated advice + in-house investment platform.
- Mercer Advisors: Independent RIA specializing in wealth management, financial planning, and family-office-style services for HNW individuals — directly comparable to UMANA's family wealth and planning-led positioning.
- Edelman Financial Engines: Independent RIA combining goal-based financial planning with managed portfolios for mass-affluent and HNW households — analogous advice + managed-account model to UMANA.
- Halbert Hargrove: Long-standing independent RIA providing planning-led wealth management and family-office services to HNW families — a closely comparable boutique family-wealth advisor.
- Creative Planning: Independent, fee-only RIA combining financial planning, investment management, and proprietary model portfolios/funds for HNW clients — directly comparable to UMANA's planning-led, house-of-funds model.
- Cerity Partners: Wealth management and corporate retirement advisory firm with an integrated planning, investment, and family-office offering for HNW/UHNW clients — closely mirrors UMANA's family-wealth remit.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, advisor acquisition, and an affiliated in-house investment platform — a scaled analogue of UMANA's combined wealth-management + house-of-funds proposition, particularly for HNW and family clients.
- Sequoia Financial Group: Independent wealth advisory firm delivering financial planning, investment management, and family-office capabilities to HNW clients — directly comparable in scope to UMANA.
- Pathstone Family Office: Independent family-office and RIA providing investment advisory, trust services, and multi-generational planning to UHNW families — directly comparable to UMANA's family-wealth and trusted-advisor framing.
Broad incumbents
- Focus Financial Partners: Public-company-acquired platform supporting a federation of independent RIAs with capital, technology, and back-office scale — relevant as the scaled incumbent ecosystem against which boutique firms like UMANA compete and potentially partner.
Market position
Strengths4 records
Weaknesses4 records
Key risks5 records
Key highlights5 records
Customer concentration
UMANA social profiles
Digital presenceUMANA financial estimates
Financial estimateRevenue estimate
Valuation estimate
UMANA leadership team
Management profileNumber of profiles
Profiles2 records
UMANA funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
UMANA M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about UMANA
What does UMANA do?
UMANA delivers the united capabilities of wealth management, trusted advisor services, and a house of funds through a caring and pioneering team. The firm provides personal financial advisory and curated fund offerings to its clientele from its San Francisco base.
When was UMANA founded?
UMANA was founded in 2018. It employs 11 to 50 people.
Where is UMANA based?
UMANA is headquartered in San Francisco, United States, in the North America region.
Who are UMANA's main competitors?
Direct peers on record are Carson Group, Mercer Advisors, Edelman Financial Engines, Halbert Hargrove, Creative Planning, Cerity Partners, Mariner Wealth Advisors, Sequoia Financial Group and Pathstone Family Office. Focus Financial Partners is listed as a broad incumbent.
Does UMANA have an API?
No public API is recorded for UMANA.
What industry is UMANA in?
UMANA's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAH, Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite), with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.