An award-winning, tech-driven and client-centric servicing partner. Click here to read more about Ultimus’ 2025 awards and accolades.
Ultimus Fund Solutions, one of the largest independent fund administration providers in the U.S., offers full-service, tech-enhanced fund administration, middle office and investor servicing solutions to support registered funds, private funds and public plans.
By combining cutting edge technology with high-touch consultative services, we provide solutions designed to meet the individual fund administration needs of various sized fund sponsors, investment managers and large institutions.
At Ultimus, we are committed to a consultative and client-centric approach, offering customizable tech-enhanced administration services for asset managers. We are proud of our effort to establish strong business partnerships and provide award-winning service. Throughout the year, Ultimus has received numerous industry awards that reaffirm our dedication to excellence in the fund administration and middle office space:
Global Custodian Industry Leaders Awards
Nicsa Nova
With Intelligence Fund Operations & Service Awards
Check out all our industry awards here
Ultimus Senior Executives take center stage in a series of captivating videos to share invaluable insights and expertise. These videos demonstrate a powerful blend of leadership, industry knowledge, and forward thinking that goes into our innovative solutions.
Join Ultimus as a Silver Sponsor for Expect Miracles Foundation’s 2026 Impact Celebration at the New York Stock Exchange! Join us on May 28 for an exclusive, invitation-only evening, hosted by ICE Data Services, featuring recognition of the 2026 Distance Challenge winners, premium open bar and culinary stations, and networking with leaders across the financial services community.
INSITE 2026 brings together the industry’s boldest thinkers to discover insights and strategies that have a meaningful impact on your work and the client experience. Learn from world-class speakers, immerse yourself in enriching sessions, and network with other industry professionals. Join us from June 2-4 at the Gaylord Rockies for this impactful event. For more information, visit HOME – INSITE 2026.
Ultimus is proud to sponsor the upcoming EFT Global ETP Forum Conference in New York City! Taking place on June 2, this event is a premier gathering for industry professionals, shaping the future of exchange-traded products. This conference blends Asset Owners, Asset Managers, Family Offices, Endowments, Foundations and Wealth Management Professionals to create the most powerful audience in the ETP industry. Ultimus’ Eddie Lund will be on-site, ready to dive into meaningful conversations. For additional details, visit The ETP Forum | June 2, 2026, New York City.
Interested in learning more about our solutions? We want to hear from you.
Institutional Strength | Boutique Service
The Ultimus Group, LLC is an Equal Opportunity Employer. All rights reserved.
DISCLOSURE: Information contained on this website is based on public data, historical agreements and dialogue with intermediaries. Such information represents our current understanding of the described platforms and the costs associated with them. In many cases, such costs may be negotiable. All pricing and fee information is subject to change without notice.
