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Screenshots

  • UMB Private Wealth screenshot 1
  • UMB Private Wealth screenshot 2
  • UMB Private Wealth screenshot 3

About UMB Private Wealth

The UMB Private Wealth App is a comprehensive wealth management tool designed to provide a holistic view of your financial well-being, while keeping you connected to your Wealth Advisory Team. The app has the ability to consolidate all of your assets, display UMB investment account performance, provide a secure process to upload and share documents with your Wealth Advisory Team, allow you access to the key aspects of your financial plan and present relevant market news and commentary. For assistance in registering, please contact your Wealth Advisor. You must have current access to the online UMB Private Wealth site to be able to use this application.

What’s new

Version 1.98.1 · Updated September 15, 2026

• To-Do items are now named Tasks • Performance Improvements • Bug Fixes

App privacy

The developer, UMB Financial Corporation, reported these privacy practices to Apple.

Data Used to Track You

The following data may be used to track you across apps and websites owned by other companies:

  • Usage Data: Product Interaction

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

  • Contact Info: Physical Address, Phone Number, Other User Contact Info
  • User Content: Photos or Videos
  • Identifiers: User ID

Used for: App Functionality

Alternatives to UMB Private Wealth

Looking for apps like UMB Private Wealth? Here are 6 similar apps on the App Store. The highest rated is Capra Bank Commercial (5.0/5), and all 6 are free to download.

UMB Private Wealth vs. alternatives
App Rating Price Last updated Compare
UMB Private Wealth – Free September 15, 2026
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