Ultimus Fund Solutions | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Ultimus Fund Solutions | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated February 24, 2026
LinkedInLinkedIn Profile

Ultimus Fund Solutions is a prominent independent provider of full-service fund administration, accounting, investor servicing, and outsourced middle office solutions for buy-side investment managers.

Employees308
Revenue$25M

Industry & Market

Primary Industry
financial services
Location
Cincinnati, Ohio, United States

Funding Information

Annual Revenue
$25,000,000
Publicly traded company

Headcount Distribution

Total Employees
308
Departments
19

By Department

Department Breakdown

Accounting
Finance
Business Development
Legal
Operations
Support
Others

Keywords & Focus Areas

mutual fund servicesprivate fund servicespublic plansregistered fund servicesmiddle office services
5 total keywords

Overview

Ultimus Fund Solutions is a prominent independent provider of full-service fund administration, accounting, investor servicing, and outsourced middle office solutions for buy-side investment managers. The company, founded in 1999 and headquartered in Cincinnati, Ohio, manages over $725 billion in assets under administration.

The organization delivers a broad range of services including fund administration and accounting for various fund types, tailored investor servicing, and middle office solutions such as trade settlement and performance measurement. With a technology-driven infrastructure, it assists investment managers in navigating dynamic markets while focusing on operational excellence and cost management. Ultimus collaborates with partners to enhance its offerings.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
Ultimus Fund Solutions
Headquarters
225 Pictoria Drive, Suite 450, Cincinnati, OH 45246, US
Founded
1999
Languages
English
Industry
financial services

Technology Stack

Analytics & Tracking

Google AnalyticsGoogle Tag Manager

Social & Marketing

Google Dynamic RemarketingLinkedin Marketing Solutions

Database & Backend

Google Font API

Cloud & Infrastructure

AWS Transfer for SFTP

Productivity

Not found

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