An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2022 awards and accolades.
An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2022 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 fund administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout 2022, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
Global Custodian Industry Leaders Awards
Global Custodian Mutual Fund, ETF & Private Equity Fund Administration Surveys
Asset Servicing Times Award
With Intelligence Fund Operations & Service Awards
Check out all our industry awards here
INSITE is the essential event for the financial advice community. We bring together clients, world leaders, strategic providers and the experts of BNY Mellon’s Pershing for three days of inspiration, learning and networking.
Learn more at insite.bnymellon.com.
Ultimus is a proud sponsor of the Expect Miracles Foundation. We are excited to attend the East Coast Golf Classic on June 8th in Plymouth, MA.
The Expect Miracles Foundation brings the financial services industry together to invest in life saving cancer research, and positively impact the financial and emotional health of people impacted by cancer.
Ultimus’ Mick Grunewald is looking forward to attending the US SIF Annual Conference in June.
The US SIF Annual Conference offer a unique opportunity to network with leaders of the sustainable and impact investing community and to learn about new approaches, trends and policy developments in the field.
Interested in learning more about our solutions? We want to hear from you.
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.