ULTIMUS FUND SOLUTIONS
Based in Cincinnati, Ohio, Ultimus is one of the largest independent providers of mutual fund services in the country. They provide organizational services, fund accounting, fund administration, transfer agent and shareholder services for open-end funds. They also provide fund administration and fund accounting services to closed-end funds. Their experienced teams of accountants, attorneys, paralegals and other professionals work closely with clients to achieve their goals for their mutual funds... . Ultimus was founded in 1999 to meet the needs of small and mid-sized fund companies. And while they're much larger today, they've purposefully managed their growth to maintain their hallmark personal service. They look forward to maintaining their high quality service while strategically growing the business.
ULTIMUS FUND SOLUTIONS
Industry:
Consulting Finance Financial Services Information Technology
Founded:
1999-01-01
Address:
Cincinnati, Ohio, United States
Country:
United States
Website Url:
http://www.ultimusfundsolutions.com
Total Employee:
501+
Status:
Active
Contact:
+1 (513) 587-3400
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Google Font API Google Tag Manager WordPress Google Analytics Content Delivery Network LetsEncrypt Amazon
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Current Advisors List
Board_member
2019-01-01
Current Employees Featured
Theresa Bridge Senior Vice President, Financial Administration @ Ultimus Fund Solutions
Senior Vice President, Financial Administration
2020-06-01
Mark Seger Vice Chairman, Co-Founder @ Ultimus Fund Solutions
Vice Chairman, Co-Founder
2019-02-01
Jason Stevens EVP and Chief Technology Officer @ Ultimus Fund Solutions
EVP and Chief Technology Officer
2015-08-01
Ian Martin EVP and Chief Administrative Officer @ Ultimus Fund Solutions
EVP and Chief Administrative Officer
2019-02-01
David James Executive Vice President and Chief Legal and Risk Officer @ Ultimus Fund Solutions
Executive Vice President and Chief Legal and Risk Officer
2018-07-01
Theresa Bridge Vice President, Director of Financial Adminstration @ Ultimus Fund Solutions
Vice President, Director of Financial Adminstration
2015-09-01
Michael K. Neborak Executive Vice President and Chief Financial Officer @ Ultimus Fund Solutions
Executive Vice President and Chief Financial Officer
2020-04-01
Gary Tenkman Managing Director @ Ultimus Fund Solutions
Managing Director
Dave Carson SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust @ Ultimus Fund Solutions
SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust
2013-03-01
Gary Tenkman CEO @ Ultimus Fund Solutions
CEO
2019-02-01
Founder
Acquisitions List
Date | Company | Article | Price |
---|---|---|---|
2019-08-21 | LeverPoint | LeverPoint acquired by Ultimus Fund Solutions | N/A |
2018-11-19 | the Gemini Companies | the Gemini Companies acquired by Ultimus Fund Solutions | N/A |
2018-04-11 | Woodfield Fund Administration | Woodfield Fund Administration acquired by Ultimus Fund Solutions | N/A |
Investors List
LLR Partners
LLR Partners investment in Private Equity Round - Ultimus Fund Solutions
Official Site Inspections
http://www.ultimusfundsolutions.com Semrush global rank: 1.18 M Semrush visits lastest month: 23.05 K
- Host name: 46.202.94.87
- IP address: 46.202.94.87
- Location: Ukraine
- Latitude: 50.4522
- Longitude: 30.5287
- Timezone: Europe/Kiev
More informations about "Ultimus Fund Solutions"
About Us - Ultimus
As one of the largest independent fund administration providers in the U.S., Ultimus Fund Solutions and our affiliate, Ultimus LeverPoint Private Fund Solutions, offer full-service fund administration, fund accounting, transfer …See details»
Login - Ultimus
The Ultimus Distribution Advantage program is exclusively for Fund Adviser clients of Ultimus Fund Solutions. If you are a Fund Adviser client and would like to request access to the …See details»
Ultimus Fund Solutions - LinkedIn
$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 ...See details»
Ultimus Fund Solutions - Crunchbase Company Profile …
Organization. Ultimus Fund Solutions . Connect to CRM . Save . Summary. Financials. People. Technology. Signals & News. Similar Companies. ... Contact Email info@ultimusfundsolutions.com; Phone Number +1 (513) 587-3400; …See details»
Ultimus Fund Solutions: Contact Details and Business Profile
Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring …See details»
Ultimus Fund Solutions - Overview, News & Similar companies
May 14, 2024 Ultimus Fund Solutions contact info: Phone number: (513) 587-3400 Website: www.ultimusfundsolutions.com What does Ultimus Fund Solutions do? Ultimus Fund Solutions …See details»
Ultimus Fund Solutions Company Overview, Contact Details
Jan 15, 2024 Ultimus Fund Solutions. Financial Services Ohio, United States 501-1000 Employees. $500+B AUA | 450+ Clients | 1,800+ Investment Funds or Accounts | 990+ …See details»
Media - Ultimus LeverPoint
Dec 16, 2021 Ultimus is active within the ICI organization, with staff serving on many of its committees and advisory panels. Ultimus is also the leading provider of series trust solutions …See details»
Our Team - Ultimus
As Executive Vice President, Head of Sales, Gary is responsible for developing the sales and market strategy across the organization and managing the execution of that strategy across the various market segments for the entire …See details»
Ultimus Fund Solutions - PitchBook
Jan 20, 2016 Ultimus Fund Solutions General Information Description. Provider of mutual fund management services intended for registered funds, private funds and public plans. The company offers a full suite of middle and back office …See details»
Ultimus Fund Solutions Company Profile | Management and
SQL International Organization for Standardization . Microsoft VBA Microsoft . Frameworks and Libraries (5 Technologies) Bootstrap . Microsoft .NET Framework Microsoft . ...See details»
Ultimus Fund Solutions - The DI Wire
Ultimus Fund Solutions is the leading independent provider of full-service fund administration, accounting, and investor servicing solutions that supports the launching and servicing of …See details»
Ultimus Fund Solutions Triumphs at Fund Intelligence
Feb 28, 2024 Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring …See details»
Ultimus Fund Solutions Triumphs at Fund Intelligence Operations …
Feb 28, 2024 Ultimus Recognized for Exceptional Fund Administration and Client ServiceCINCINNATI, Feb. 28, 2024 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® …See details»
Ultimus Fund Solutions Triumphs at Fund Intelligence Operations …
Feb 28, 2024 Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring …See details»
Mutual Funds - Ultimus
As a growth-minded investment firm looking to launch, reorganize, or convert a mutual fund, you need a consultative partner that can offer you comprehensive mutual fund services and …See details»
Ultimus Introduces uTRANSACT™ Online Shareholder & Adviser …
Oct 14, 2020 For more information, visit www.ultimusfundsolutions.com.11200778 10/13/2020 CONTACT: CONTACT: Marketing@ultimusfundsolutions.com. ... organization-wide cyber …See details»
Private Funds - Ultimus
Ultimus LeverPoint Private Fund Solutions™ tailors our unique service offerings to meet your specific needs, with the ability to work with complex and unique fund structures combining …See details»
Ultimus Experiences Firm-Wide Growth, Boosting AUA over $500B
Jan 16, 2024 Growth attributed to talented professionals delivering technology enabled award-winning servicesCINCINNATI, Jan. 16, 2024 (GLOBE NEWSWIRE) -- The Ultimus Group …See details»