Ultimus Fund Solutions LLC of United States operates as a brokerage firm. The Company offers stocks, bonds, mutual funds,Private equity, venture capital, and other investment products. Ultimus Fund Solutions serves customers in the United States.
Ultimus Fund Solutions
Unlock to Claim this listing
Add / Modify Company
Click to rate this company
[Total: 0 Average: 0]
Click here to sign in to vote
3.70
Overall Excellence Rating
Industry
Financial ServicesCategory
Investment & Asset ManagementESG/Ethical Impact
Ultimus Fund Solutions offers a comprehensive range of fund administration services. This includes fund accounting, financial reporting, compliance, tax services, and regulatory filing services. They provide critical support to investment managers, ensuring that their funds are compliant with regulatory requirements and that investors receive accurate and timely information. Ultimus assists investment managers in distributing their funds and ETFs to a broader audience. This includes services related to sales and marketing support, transfer agency services, and shareholder servicing. The company offers technology solutions to streamline fund operations, reporting, and compliance. These tools are designed to enhance operational efficiency and support investment managers in their regulatory and reporting obligations. Ultimus Fund Solutions is a financial services company specializing in fund administration and related services for investment managers. They offer a range of customized solutions to support mutual funds, ETFs, and other pooled investment vehicles throughout their lifecycle, with a strong emphasis on regulatory compliance and industry expertise.
Eligible Awards
Coming Soon
Claim Your Award Badges
Do you work with Us
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer.
Awards Received
2023
Revenues
438200000.00
Website Traffic
Employee Rating
3.70
Customer Rating
Company Size
100-1000
ESG Risk Rating
3.00
We’re Happy to Help.
Do you have questions about your ranking, our projects, or why you’re not on the list?