An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2024 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable tech-enhanced administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2024 and continuing into 2025, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
With Intelligence Fund Operations & Service Awards
Global Custodian Industry Leaders Awards
Global Custodian ETF & Private Equity Fund Administration Surveys
Asset Servicing Times Industry Excellence Awards
Check out all our industry awards here
Ultimus Senior Executives take center stage in a series of captivating videos to share invaluable insights and expertise. These videos demonstrate a powerful blend of leadership, industry knowledge, and forward thinking that goes into our innovative solutions.
Ultimus Fund Solutions is a proud sponsor of Invest Ops on March 10-12, 2025. Ultimus associates are excited to network with other industry professionals and share more about Ultimus’ tech-driven middle office solutions that optimize operational efficiency while improving data aggregation and management. Stop by our booth to learn more about how Ultimus can assist with your middle office needs.
Ultimus is a proud sponsor of the Investment Company Institute’s Investment Management Conference in San Diego, CA March 16-19, 2025! We’re looking forward to joining industry colleagues and professionals to hear the latest information on regulatory and fund governance topics. For more information please visit https://www.ici.org/events/25-imc
Ultimus is looking forward to attending FutureProof CITYWIDE 2025 in Miami, FL on March 16-19, 2025. Make sure to connect with Ultimus associate Mick Grunwald who will be in attendance. For more information regarding this event, please visit https://futureproofhq.com/citywide/
Interested in learning more about our solutions? We want to hear from you.
Institutional Strength | Boutique Service
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
