An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2024 awards and accolades.

Raising the Bar for Tech-Driven Fund Administration

About Us

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.

2024 & 2025 Ultimus Accolades

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

  • Best Mutual Fund Administrator (2025)
  • Best Multi-Series Trust Provider (2025)
  • Best ETF Administrator (2024)
  • Best Interval Fund Administrator (2024)
  • Best Data Management Solutions for Back & Middle Office (2024)

Global Custodian Industry Leaders Awards

  • ETF Administrator of the Year (3 years running)
  • Private Equity Fund Administrator of the Year (4 years running)
  • ETF Administration: Onboarding

Global Custodian ETF & Private Equity Fund Administration Surveys

  • ETF Category Outperformer
  • ETF Global Outperformer
  • Private Equity Category Outperformer
  • Private Equity Global Outperformer

Asset Servicing Times Industry Excellence Awards

  • Americas Fund Administrator

Check out all our industry awards here

Enterprising Solutions

Interval and Tender Offer Funds: Expanding Access to Alts

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.

uTRANSACT: Enhancing the Overall Adviser and Shareholder Experience

Ultimus' Middle Office Services: Supporting SMAs, Private Funds and Institutional Portfolios

uCONNECT: Improving Access to Data For Asset Managers

Connecting with the Industry
Hosting & Sponsoring Events

May
13
Tue
FINRA Annual Conference 2025
May 13 – May 15 all-day

Kerric Kynard is thrilled to represent Ultimus at the FINRA Annual Conference on May 13-15 in Washington, DC! This premier event is the perfect forum for financial professionals to enhance compliance strategies, gain practical insights on regulatory trends, and connect with industry leaders. If you’re attending, make sure to connect with Kerric—we’d love to discuss how Ultimus can help your firm adapt to regulatory changes and refine your practices.

PEI Women in Private Markets
May 13 – May 14 all-day

Ultimus’ Maureen Fitzpatrick will be attending the PEI Women in Private Markets Summit in New York City on May 13-14! This powerful event brings together over 500 fund managers, investors, and thought leaders for two impactful days of collaboration, networking, and insight-sharing across Private Equity, Infrastructure, Real Estate, and Private Debt. Maureen is looking forward to the chance to break barriers, build valuable connections, and gain exclusive strategies from globally recognized industry experts. Ultimus is proud to be part of this incredible community driving meaningful change in private markets.

May
14
Wed
GCMFA Annual Meeting
May 14 @ 5:00 pm – 7:00 pm

Ultimus associates are looking forward to participating in the Greater Cincinnati Mutual Fund Association’s Annual Meeting on May 14 in Cincinnati, OH. We are a proud supporter of the GCMFA and its goal to help bring success to industry organizations.

Want to Know More?

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.

8778 UFS 2/18/2022

Ultimus Fund Solution