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.
We are thrilled to sponsor the ICI ETF Conference in Nashville, TN, from June 8 to 10! Focused exclusively on ETFs, the event brings together ETF sponsors, regulators, liquidity providers, exchanges, service providers, and other market participants in an environment of learning, discussion, and collaboration. While at the event, stop by our booth for custom leather branding. For more information, visit ETF Conference | Investment Company Institute.
This wealth management conference encompasses investment, technology, and growth strategies. Taking place June 9-11 in Boca Raton, FL, this event allows for networking and learning, but also includes golf, a wine tasting, outdoor parties and drinks receptions, a headshot studio, mentor-mentee speed dating, curated dinners and more! For additional details, visit Wealth Management EDGE | A wealth management conference focused on investment, technology & practice management.
Join us on June 10 in San Francisco, CA for the LPGP Connect CFO/COO Private Equity Conference. This event will address emerging trends, strategies for navigating evolving market demands, and approaches to achieving operational excellence. Featuring insights from over 40 industry-leading speakers and solution providers, the conference will explore developments and practical solutions to key challenges. More information can be found at 4th Annual LPGP Connect CFO/COO Private Equity San Francisco – LPGP Connect.
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.
