Ultimus Fund Solutions

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.

Basic Information

Contact Details

• Phone: +1 513-587-3400
• LinkedIn: linkedin.com/company/ultimus-fund-solutions-llc

Key Focus Areas & Initiatives

• mutual fund services
• private fund services
• public plans
• registered fund services
• middle office services

Technologies Used

• AI
• ASP.NET
• AWS Transfer for SFTP
• Adobe Acrobat
• Adobe Acrobat Pro
• Adobe InDesign
• Adobe Media Optimizer
• Cedexis Radar
• Concur
• DoubleClick
• DoubleClick Conversion
• GoFileRoom
• Google Analytics
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Tag Manager
• Hubspot
• Linkedin Marketing Solutions
• Microsoft Excel
• Microsoft Office
• Microsoft Office 365
• Microsoft PowerPoint
• Microsoft Word
• Microsoft-IIS
• Mimecast
• Mobile Friendly
• NetSuite
• Remote
• SAP Concur
• Slack
• Tor
• Vimeo
• WordPress.org
• reCAPTCHA

Affiliated Organizations & Regional Branches

• Ultimus LeverPoint Private Fund Solutions
• Lamplighter Financial
• Woodfield Fund Administration LLC