Ultimus Fund Solutions

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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.

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3.4

Overall Excellence Rating

Industry

Financial Services

Category

Investment & Asset Management

ESG/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.

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Awards Received

2023

Revenues

$483,200,000.00

Website Traffic

Employee Rating

3.3

Customer Rating

3.3

Company Size

100-1000

ESG Risk Rating

3

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