We connect service, technology, and deep cross-domain expertise to deliver better outcomes across complex funds, investment strategies, and product wrappers.
April 15, 2026
Executing Section 351 ETF Conversions: An Institutional Playbook
Designed to adapt and evolve, our platform and knowledge of market sectors helps you capture new opportunities and solve complex challenges at the convergence of public and private markets.
We deliver integrated technology to drives efficiency, transparency, and better decision-making across complex fund and investment operations.
October 7, 2025
Level Up Your Security: Key Takeaways from the Cyber Hygiene Webinar
August 20, 2025
Powering Agility and Scale through a Single IBOR Platform
February 14, 2024
Toward the Future of Friction-Free Fund Administration
Access market perspectives designed to help you navigate complexity, adapt to change, and support more informed decision-making.
January 14, 2026
Unlocking Private Markets: Why ’34 Act Registered Private Funds Are Key
May 19, 2020
Disrupting the '40 Act Transfer Agent and Fund Administration Services Landscape
We are an independent provider of fund administration and investment operations solutions, delivering high-touch service at scale to achieve better outcomes.
April 28, 2026
Ultimus Fund Solutions Strengthens Board with Appointment of Lou Maiuri
May 14, 2026
Ultimus and iCapital Collaborate to Deploy DLT Platform
In-person
Waldorf Astoria Monarch Beach Monarch Beach, CA
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