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 CompaniesNAICS Code 523 CompaniesNAICS Code 5231 CompaniesNAICS Code 52311 CompaniesNAICS Code 52 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 621 Companies
Financials & Stats
Revenue
$438B
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
Executive Vice President, Client Relationship Officer, Ultimus LeverPoint Private Fund Solutions
Ultimus Fund Solutions Industry Tags
Ultimus Fund Solutions Tech Stack
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