An award-winning partnership approach
Since our founding, Ultimus has invested significantly in personnel, technology, and innovation for the benefit of our clients. We are committed to the success of our clients, and as a trusted partner to them, we are proud of the effort of our associates in providing award-winning service year after year. The following awards reinforce Ultimus’ leadership standing in the fund administration space and reaffirm our ongoing commitment to excellence in client service and partnership.
Year | Award | Conferred by |
|---|---|---|
2026 | Best Data Management Solution - Back & Middle Office | With Intelligence Mutual Fund and ETF Awards |
2025 | ETF Administrator of the Year | Global Custodian Industry Leaders Awards |
ETF Administration - Technology | Global Custodian Industry Leaders Awards | |
Private Equity Fund Administrator - Fund Accounting | Global Custodian Industry Leaders Awards | |
Industry Innovation Award - Operations | Nicsa Nova | |
Strategic Leadership Award - William T. Blackwell Award | Nicsa Nova | |
Best Mutual Fund Administrator | With Intelligence Fund Operations & Service Awards | |
Best Multi-Series Trust Provider | With Intelligence Fund Operations & Service Awards | |
2024 | Americas Fund Administrator | Asset Servicing Times |
Exchange Traded Funds Administrator of the Year | Global Custodian Industry Leaders Awards | |
ETF Administration: Onboarding | Global Custodian Industry Leaders Awards | |
Private Equity Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
Best Interval Fund Administrator | With Intelligence Fund Operations &Service Awards | |
Best ETF Administrator | With Intelligence Fund Operations &Service Awards | |
Best Data Management Solution - Back & Middle Office | With Intelligence Fund Operations &Service Awards | |
2023 | Best Technology Provider - Back Office | Institutional Asset Manager Awards |
Exchange Traded Funds Administrator of the Year | Global Custodian Industry Leaders Awards | |
Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
Private Equity Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
Operational Excellence | Nicsa Nova | |
Best Data Management Solution - Back & Middle Office | With Intelligence Operations & Service Awards | |
2022 | Client Service for Fund Administration of the Year | Asset Servicing Times |
Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
Exchange Traded Funds Administrator of the Year | Global Custodian Industry Leaders Awards | |
Private Equity Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
Private Equity Fund Administration - Onboarding | Global Custodian Industry Leaders Awards | |
Mutual Fund Administration - KYC, AML & Sanction Screening | Global Custodian Industry Leaders Awards | |
Exchange Traded Fund Administration - Client Service | Global Custodian Industry Leaders Awards | |
Client Service for Fund Administration of the Year | Asset Servicing Times | |
Best Data Management Solution – Back & Middle Office | With Intelligence Fund Operations & Services Awards | |
2021 | Mutual Fund Administrator of the Year | Global Custodian Industry Leaders |
Best Client Service | Global Custodian Industry Leaders | |
Private Equity Fund Administrator of the Year | Global Custodian Industry Awards | |
Private Equity Best Technology | Global Custodian Industry Awards | |
Recognized as Top 10 Best Tech Solution Providers | USA-9 Magazine | |
Innovation in Data Analytics | Global Custodian Innovation Awards | |
2020 | Best Multi-Series Trust Provider | Fund Intelligence Operations & Services Awards |
Highly Commended – Best Transfer Agent & Shareholder services | Fund Intelligence Operations & Services Awards | |
Mutual Fund Administrator of the Year | Global Custodian Industry Leaders Awards | |
Client Service | Global Custodian Industry Leaders Awards |