Ultimus Fund Solutions provides essential fund administration and investment operations solutions to advisors and fund managers, with the proven ability to solve complex challenges. We’re one of the largest independent providers in the US, an industry mainstay with a reputation for service and optimized solutions that sets us apart.
Our Story
Optimized investment and fund solutions at scale
By the numbers
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$775B+
Assets under administration
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2,500+
Funds
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450+
Clients
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1,200+
Associates
Service that delivers impact
What distinguishes Ultimus is our ability to deliver high-touch service at scale, unlocking greater value across the board by leveraging technology and applying expertise where it delivers the greatest impact. We’re able to service any type of investment vehicle through a comprehensive solutions portfolio powered by highly efficient, scalable technology and processes.
Our associates have earned a reputation for delivering consultative personal service that exceeds expectations. Combining industry experience, knowledge, flexibility and a genuine interest in finding better answers helps you move quickly to respond to new challenges.
The way we work makes the difference
Investment managers must navigate a growing array of challenges: complex fund structures, specialized strategies, evolving compliance requirements, and intensifying demands for transparency. Rising to the challenge takes experience, understanding, and the ability to see and solve for the big picture.
Ultimus is a business built on the talents of our professionals, brought to bear through close, collaborative relationships. We’ve shown that better results come not only from having comprehensive capabilities, but from genuine connection—listening and collaborating, working side-by-side with you to solve complex challenges and find the best solution for your goals.
This passion for service defines Ultimus, and our people are at the heart of it. We know the true value that we deliver comes from our employees: highly engaged, experienced, knowledgeable associates who believe in the power of team, owning the process, and relentlessly driving to improve.
Top talent fuels us
Our strategic vision, service philosophy, and commitment to excellence have enabled us to attract top industry talent, many from the nation’s largest administrators and fund firms. We continue to build a leadership team that combines top industry experience with a personal, client-centric touch.
Awards
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
2025
ETF Administration - Technology
Global Custodian Industry Leaders Awards
Careers
Our culture
Ultimus is a place where you can do your best work. Our culture is supported by a collaborative environment that values your growth and contributions.
Benefits
We offer comprehensive benefits and a support system designed to help you grow, stay engaged, and build a long-term career.
Career Development
At every stage of your professional journey, we’ll help you build on your knowledge in a culture rooted in collaboration, ownership, and continuous improvement.