Ultimus Fund Solutions

📍 Cincinnati, United States👥 518 employees💰 Last funded Mar 2019
Financial Services🌐 ultimusfundsolutions.com
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$500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ Employees | 8 Offices Ultimus Fund Solutions is a leading provider of full-service tech-enhanced fund administration, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: 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 • PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds. • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner. The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs. For more information, visit www.ultimusfundsolutions.com.
6
Total investors
0
Early stage
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Mid stage
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Late stage
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Founded

Investors

6 investors
All
Early stage
Mid stage
Late stage
Investor geography1 country
United States
6
Investor activity2011–2019 · investors recorded per year
201112012220193
Recent (last 2y)Earlier
Frequently asked questions
Who invested in Ultimus Fund Solutions?
Ultimus Fund Solutions has 6 investors on record on gritt.io.
When did Ultimus Fund Solutions last raise funding?
The most recent investment in Ultimus Fund Solutions recorded on gritt.io was in March 2019.
What industry is Ultimus Fund Solutions in?
Ultimus Fund Solutions operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is Ultimus Fund Solutions based?
Ultimus Fund Solutions is headquartered in Cincinnati, United States.