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UMB Financial Corporation

1010 Grand Blvd, Kansas City, MO, 64106, United States

Overview

UMB Financial Corporation is a commercial bank that offers various financial services, including commercial banking, which includes comprehensive deposit, lending, and investment services; personal banking, which provides wealth management and financial planning services and institutional banking, which includes asset servicing, corporate trust solutions, investment banking, and healthcare services.

Total investments
5
Lead investments
0
Investments · 12mo
0
Active investors
4

Sector focus

  • Banking
  • Finance
  • Financial Services
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Investment portfolio

  • Guzman Energy

    Participated · Debt Financing · Jul 2025

    Guzman Energy is a full-service wholesale power provider that partners with cooperatives, municipalities, companies and tribes across North America to deliver customized, transparent and cost-effective power supply solutions. The company supplies power to U.S. communities seeking more affordable and reliable energy. Guzman is pursuing geographic growth, specifically expanding its power portfolio and operations across the Western U.S. To support that expansion the company secured additional liquidity and standby letters of credit. The business intends to use new financing for working capital, energy procurement, and to support its continued service offering and market expansion. Guzman is Denver-based and emphasizes tailoring solutions for public and private community customers. Guzman Energy is a full‑service energy company that supplies and trades power across North America and provides energy hedging and risk‑management services. It customizes energy solutions using trading expertise and quantitative modeling, serving primarily rural electric cooperatives and municipal power entities. The company focuses on renewables—mixed when necessary with traditional fuel types—smart‑grid technology, increased efficiencies and battery storage to lower prices and drive the transition in Western bilateral markets. Guzman Energy recently secured $130 million in additional liquidity from institutional energy investors to continue expanding its operations. The new capital is intended to support growth in delivering cheaper and greener energy to consumers in the West and beyond. The company operates through two practice areas: Energy & Environmental Trading and Energy Hedging & Risk Management, and is headquartered in Coral Gables, Fla., and Denver, Colo.

  • Threater

    Participated · Seed · Mar 2018

    threatER delivers an active network-defense platform that automates the enforcement, deployment, and analysis of cyber threats at scale. Using patented technology, it blocks traffic from all known bad actors while allowing trusted traffic, which both hardens security and improves the efficiency of customers’ existing security stacks. The company targets mid-sized businesses and large enterprises in verticals such as financial services, healthcare, and legal. threatER currently protects more than 350 customers worldwide, providing low-latency protection with full data-analytics transparency. The management team intends to leverage its new financing to execute an expansive product roadmap, broaden its network-protection capabilities, and push through to profitability. Recognition on the 2024 Inc. 5000 list underscores the venture’s rapid growth trajectory.

  • blooom

    Participated · Series B · Feb 2017

    Blooom is an online registered investment adviser and robo-advisor that serves Americans with workplace retirement accounts such as 401(k) and 403(b) plans. The service leverages asset allocation and diversification to manage retirement accounts and charges a monthly subscription fee. Blooom is a Registered Investment Adviser with the SEC. The company is led by co-founder and CEO Chris Costello and President Greg Smith. Blooom secured $9.15M in a Series B round and intends to use the proceeds to continue expanding operations nationally. The company is based in Leawood, Kansas. Blooom provides an online tool that assesses a consumer’s 401(k) in minutes and offers ongoing professional management for $1/month for accounts under $20,000 and $15/month for larger accounts. The company is a Registered Investment Advisory led by CEO Chris Costello. Founded in 2013 and based in Leawood, KS, Blooom now manages more than $110m in assets and employs 18 people. The firm intends to use new funds to expand its operations. The product targets individual retirement accounts with an automated assessment and low-cost ongoing management model. No other financial metrics or user counts were disclosed in the article.

  • Rippleshot

    Participated · Equity · Dec 2015

    Rippleshot is a Chicago, IL-based fraud analytics startup led by CEO and co-founder Canh Tran. The company provides issuers, merchants and processors with a cloud-based platform that uses machine learning and data analytics to detect fraud. Its technology processes millions of payment card transactions in real-time to pinpoint when and where card-data breaches occurred, identify which cards are most at risk, and suggest mitigation strategies to prevent fraud loss. In August 2017 Rippleshot secured $2.6M in funding in a round led by KDWC with participation from CMFG Ventures. The company intends to use the funds to grow its technical team of developers and data scientists to expand in the credit union and banking market and to enter the merchant fraud detection space. The financing announcement coincided with the addition of Gloria Colgan, former president of PYMNTS.com, to Rippleshot's advisory board. Rippleshot is a Chicago-based fraud analytics company that provides banks and credit unions with a cloud-based machine-learning and data-analytics platform. Its technology processes millions of payment card transactions in real time to pinpoint when and where a data breach occurred and identify fraudulent activity. Following detection the platform provides banks with tools to update fraud detection rules to lower fraud losses while avoiding unnecessary card re-issuance. The company intends to use the $1.2M bridge funding to expand its sales, development and account management teams. The financing was led by KGC Capital with participation from UMB Bank, Wintrust and fintech accelerator SixThirty, and Jason Henrichs joined Rippleshot’s advisory board in conjunction with the round. The company is led by CEO and co-founder Canh Tran.

Team

  • Phillip Mason

    President of Institutional Banking

    LinkedIn
  • Alexander C. Kemper

    Angel and Venture Investor

    LinkedIn
  • Abby Wendel

    President

    LinkedIn
  • Brian Hutchin

    Executive Vice President, Director of Healthcare Services

    LinkedIn