Ultimus Fund Solutions

  • Financial Services
  • Cincinnati OH
  • 520 employees
  • Financial Services
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Company Overview

Headquarters
225 Pictoria Drive Suite 450, Cincinnati OH
Website
ultimusfundsolutions.com
Phone
(513) 587-3400
Employees
520
Founded in
1999
Industry
Financial Services
NAICS Code
NAICS Code 523110 Companies
NAICS Code 523 Companies
NAICS Code 5231 Companies
NAICS Code 52311 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 62 Companies
SIC Code 621 Companies
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Financials & Stats

Revenue

$438B

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Who is Ultimus Fund Solutions

Ultimus Fund Solutions is a United States-based company headquartered in Cincinnati, Ohio. The company employs 990 people and has a revenue of $438.2 million. Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions. They support the launching and servicing of registered funds, private funds, and public plans. Ultimus offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Their services cater to a diverse clientele, including open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts, hedge funds, private equity funds, general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds, as well as state sponsored 529 Plans, and Local Government Investment Pools. Ultimus differentiates itself through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals. They pride themselves on tailoring their services, from administration to product design and launch, to meet each client's unique needs. For more information, visit www.ultimusfundsolutions.com.

Company Leadership

Gary Tenkman

CEO

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Gary Harris

Executive Vice President, Business Development

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Kevin Wolf

Executive Vice President, Head of Fund Administration and Product

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Kelly Ramsey Gooch

Executive Vice President, Client Relationship Officer, Ultimus LeverPoint Private Fund Solutions

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Carron Schulz

Executive Vice President and Chief Human Resource Officer

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Ultimus Fund Solutions Industry Tags

Mutual Fund Services
Private Fund Services
Middle Office Services
Speciality Fund Services
Dedicated Managed Accounts
Public Plans
Financial Services
Financial Advisory Services
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Ultimus Fund Solutions Tech Stack

JavaScript
HTML
PHP
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Companies Similar to Ultimus Fund Solutions

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355M 189 Minneapolis, MN 2001
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FAQ

What is the location of Ultimus Fund Solutions's headquarters?
The headquarters of Ultimus Fund Solutions are situated at 225 Pictoria Drive Suite 450, Cincinnati OH
What is Ultimus Fund Solutions's phone number?
Ultimus Fund Solutions's contact number is (513) 587-3400.
What is Ultimus Fund Solutions's official website?
The official website of Ultimus Fund Solutions can be found at ultimusfundsolutions.com.
What is Ultimus Fund Solutions's current revenue?
As of October 2022, Ultimus Fund Solutions's annual revenue reached $438B.
How many employees does Ultimus Fund Solutions currently have?
Ultimus Fund Solutions employs approximately 520+ people as of October 2022
Which industries is Ultimus Fund Solutions primarily operating in?
Ultimus Fund Solutions operates in the following industries: Finance, Credit
Who is the CEO of Ultimus Fund Solutions?
Ultimus Fund Solutions's CEO is Gary Tenkman
What are Ultimus Fund Solutions's industry tags?
Ultimus Fund Solutions's industry tags include: Mutual Fund Services, Private Fund Services, Middle Office Services
When was Ultimus Fund Solutions founded?
Ultimus Fund Solutions was founded in 1999.

Employee Directory

Key Employees

Mark Seger

Vice Chairman, Co-Founder

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Barry Smith

Integration Project Manager

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Mark Gallagher

Systems Engineer

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Susan Hansen

SVP, Client Services

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Suzanne Cioffi

Vice President

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Aaron Klauck

Shareholder Service Specialist

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Keith Wichert

Software Developer

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Katie Guy

Senior Marketing Associate

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