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 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
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 is a proud sponsor of ICI Innovate. ICI Innovate offers the opportunity to gain insights on how technology is transforming all aspects of the marketplace from leaders, innovators and experts in the asset management industry. We look forward to discussing how tech is shaping the future of the fund industry with other finance industry professionals.
For more information on ICI Innovate and to register for this top industry event, please visit: https://www.ici.org/events/24-ici-innovate
Ultimus is looking forward to attending ETF Exchange on February 11-14, 2024 in Miami, Florida. Make sure to stop by our booth to connect with the Ultimus associates in attendance! For more information about Exchange please visit https://www.exchangeetf.com/
Ultimus will also be hosting a Little Havana Food Tour for clients, prospects and business partners. For an invite, please reach out to marketing@ultimusfundsolutions.com.
Ulimus’ Mick Grunewald is excited to attend Redeeming Money hosted by Kingdom Advisors. Redeeming Money is an investment in yourself, your family, your firm, and your clients. For more information and to register for this event, please visit https://kingdomadvisors.com/events/conference.
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.
