Ultimus Plays Pivotal Operations Role in New Age Alpha ETF Launch
CINCINNATI, OHIO – September 14, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent, tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce its pivotal operations role in the launch [...]
Ultimus Names Michael Prendergast to ETF Senior Management Position
CINCINNATI, OHIO – September 8, 2021 - Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, is pleased to welcome Michael Prendergast as Senior Vice President, ETF [...]
Ultimus Names Joel Lieb to Key Client Relationship Management Position
CINCINNATI, OHIO – August 18, 2021 - As a leading independent provider of full-service, technology-enhanced fund administration, accounting, and investor solutions, Ultimus Fund Solutions® (Ultimus®) is pleased to welcome Joel Lieb as Senior Vice President [...]
Ultimus Fund Solutions Receives Highest Scores for 7th Consecutive Year in Global Custodian Mutual Fund Administration Survey
CINCINNATI, OHIO – July 21, 2021 – Ultimus Fund Solutions® (Ultimus®), one of the largest independent, tech-enabled providers of full-service fund administration, accounting, distribution and investor solutions in the U.S., is pleased to announce that [...]
Ultimus Selected as Fund Servicer for ERShares
CINCINNATI, OHIO – June 23, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce that it has been selected as servicer for [...]
Ultimus Wins Prestigious Innovation Award from Global Custodian for uCONNECT™ Technology
CINCINNATI, OHIO – June 16, 2021 – Ultimus Fund Solutions® (Ultimus®) is pleased to announce that the firm was awarded the Innovation in Data Analytics Award from Global Custodian during its Leaders in Custody Week, [...]
Ultimus Named Transfer Agent Administrator for Parnassus Investments
CINCINNATI, OHIO – June 8, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent, tech-enabled provider of full-service fund administration, accounting, and investor solutions, is pleased to announce its selection as Transfer Agent for Parnassus [...]
Ultimus CEO Gary Tenkman Elected to ICI Board of Governors
CINCINNATI, OHIO – May 18, 2021 – Ultimus Fund Solutions® (Ultimus®) announced today that Gary Tenkman, CEO of Ultimus, has been elected to serve on the Board of Governors of the Investment Company Institute (ICI) [...]
Ultimus Appoints Frank Anduiza to Lead Sales Management Efforts for Private Fund Administration Services
Cincinnati, OHIO – May 3, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent technology driven provider of full-service fund administration, accounting, and investor solutions, is pleased to announce the addition of industry veteran Frank Anduiza [...]
Ultimus Named Fund Servicing Partner for USA Mutuals
CINCINNATI, OHIO – March 17, 2021 – Ultimus Fund Solutions® (Ultimus®), a leading independent technology driven provider of integrated and customizable fund servicing solutions, is pleased to announce that it has been selected by USA [...]