Um Advisory Inc.

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At UM Advisory, we help founders, operators, and business owners turn financial complexity into clarity — and use their numbers to drive smarter, faster decisions. With over 15 years of global finance experience, we support SaaS, tech, and service-based companies with the kind of financial strategy, modeling, and operational support that delivers real outcomes — not just reports. Whether you’re growing fast and need financial structure, preparing for a raise, or looking to recover profitability, we bring the tools, insights, and execution to move the needle. Our Services Include: Financial Advisory – Strategic insights and hands-on guidance to help you scale with confidence Controlling – Clarity on margins, cost centers, and KPIs that inform real decision-making Bookkeeping – Clean, compliant books that are ready for growth, audit, or investor review Corporate Finance – Capital raising, deal structuring, M&A analysis, and transaction support Investment Advisory – Portfolio reviews, allocation strategy, and long-term planning Wealth Management – For founders and professionals managing personal assets post-exit or in parallel Who We Work With: SaaS and tech-enabled companies Professional services and consulting firms Real estate investment groups and developers Entrepreneurs, family offices, and private investors We don’t do one-size-fits-all. Every engagement is tailored, strategic, and designed to deliver measurable results. Let’s connect and explore how we can support your next stage of growth.

Company Details

Address
Mississauga, Ontario L5m8a4, Ca
Industry
Business Consulting And Services
NAICS
Management, Scientific, and Technical Consulting Services
Management Consulting Services
Other Scientific and Technical Consulting Services
Other Management Consulting Services
Keywords
Mississauga.
HQ
Mississauga, Ontario
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