An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2022 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.
2022 Ultimus Accolades
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
- ETF Administrator of the Year
- Private Equity Fund Administrator of the Year (2 years running)
- Mutual Fund Administrator of the Year (6 years running)
- ETF Administration – Client Service
- Private Equity Fund Administration – Onboarding
- Mutual Fund Administration – AML, KYC, and Sanction Screening
Global Custodian Mutual Fund, ETF & Private Equity Fund Administration Surveys
- ETF Category Outperformer
- ETF Global Outperformer
- Private Equity Category Outperformer
- Private Equity Global Outperformer
- Mutual Fund Category Outperformer
- Mutual Fund Market & Global Outperformer
Asset Servicing Times Award
- Client Service for Fund Administration
With Intelligence Fund Operations & Service Awards
- Best Data Management Solutions for Back & Middle Office
Check out all our industry awards here
News
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Connecting with the Industry
Hosting & Sponsoring Events
Jun
6
Tue
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.
Jun
8
Thu
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.
Jun
13
Tue
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.
Subscribe to filtered calendar
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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.
