UAT Holdings

OverviewSuggest Edit

UAT is a Denver, Colorado financial services technology company that provides cost savings programs and trading automation tools to the asset management industry. UAT provides these benefits through our automated, innovative and patented iPerX workflow and trading technology. UAT’s commission savings product generates commission savings to improve the performance of investment portfolios while enhancing money manager trader productivity by automating time-consuming, manual and lower value trading tasks, thereby freeing up traders’ time to focus on higher value trading opportunities. UAT and Bloomberg Tradebook have joined to offer the exciting and innovative Bloomberg Tradebook Boomerang suite of products. Bloomberg Tradebook’s Boomerang commission savings program provides new opportunities to improve investment performance for current commission recapture users and also to asset owners that, due to the shortcomings of recapture programs, have dropped or have elected not to implement recapture programs. Asset owners that benefit from Boomerang’s technology include: Public and private defined benefit plans, defined contribution plans, mutual funds, not-for-profit funds, variable insurance products, bank trust groups and endowments and foundations. Securities Offered Through UAT Resources LLC Member FINRA SIPC.
HQCalabasas, US


UAT Holdings is headquartered in
Calabasas, United States

Location Map

Latest Updates

Employees (est.) (Sept 2020)8
Cybersecurity ratingAMore

Key People/Management at UAT Holdings

Allan Chiulli

Allan Chiulli

Founder and CEO
Ken Paieski

Ken Paieski

Partner and Managing Director
Austin Moon

Austin Moon

Partner and Managing Director
David Collett

David Collett

Partner, Chief Operating Officer and Chief Financial Officer
Jim Buck

Jim Buck

Partner and Managing Director
Bob Bruno

Bob Bruno

Partner and Managing Director
Show more

UAT Holdings Office Locations

UAT Holdings has offices in Calabasas and Englewood
Calabasas, US (HQ)
26500 Agoura Rd Ste 102 - 851
Englewood, US (HQ)
7375 S Peoria St B8
Show all (2)

UAT Holdings Financials and Metrics

Summary Metrics

Founding Date


UAT Holdings total Funding

$10.7 m

UAT Holdings latest funding size

$4.24 m

Time since last funding

7 years ago
UAT Holdings's latest funding round in August 2013 was reported to be $4.2 m. In total, UAT Holdings has raised $10.7 m
Show all financial metrics

UAT Holdings Cybersecurity Score

Cybersecurity ratingPremium dataset



SecurityScorecard logo

UAT Holdings Online and Social Media Presence

Embed Graph

UAT Holdings Frequently Asked Questions

  • When was UAT Holdings founded?

    UAT Holdings was founded in 2005.

  • Who are UAT Holdings key executives?

    UAT Holdings's key executives are Allan Chiulli, Ken Paieski and Austin Moon.

  • How many employees does UAT Holdings have?

    UAT Holdings has 8 employees.

  • Who are UAT Holdings competitors?

    Competitors of UAT Holdings include Barwa Bank, CCFNB Bancorp and Bankia.

  • Where is UAT Holdings headquarters?

    UAT Holdings headquarters is located at 26500 Agoura Rd Ste 102 - 851, Calabasas.

  • Where are UAT Holdings offices?

    UAT Holdings has offices in Calabasas and Englewood.

  • How many offices does UAT Holdings have?

    UAT Holdings has 2 offices.