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Ultimus Fund Solutions

Ultimus Fund Solutions Email Formats

Financial ServicesSpringdale, Ohio, United States501-1000 Employees

Ultimus Fund Solutions Email Formats

Ultimus Fund Solutions uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@ultimusfundsolutions.com), used 68.9% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@ultimusfundsolutions.com
68.9%
{first initial}{last name}
jdoe@ultimusfundsolutions.com
28.5%
{last name}{last name}
doedoe@ultimusfundsolutions.com
1.7%

Company overview

Headquarters225 Pictoria Drive, Suite 450, Cincinnati, OH 45246, US
Phone number+114286822
Website
NAICS52
SIC621
Keywords
Mutual Fund Services, Middle Office Services, Private Fund Services, Public Plans, Registered Fund Services
Employees501-1000
Socials

About Ultimus Fund Solutions

$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, accounting, middle office, and investor solutions to support the launching and servicing of registered funds, private funds, and public plans. We also offers customized structures designed for the unique needs of pensions, endowments, foundations, and other large institutions. Ultimus provides services for: • REGISTERED FUNDS: Open and closed-end mutual funds, ETFs, interval and tender offer funds, collective investment trusts, business development companies, variable insurance trusts, series and stand-alone trusts • PRIVATE FUNDS: Hedge funds, private equity funds and general partnerships, real estate funds, venture capital funds, fund of funds, and credit funds. • PUBLIC PLANS: State sponsored 529 Plans, and Local Government Investment Pools Our suite of fund services includes fund/legal administration, fund accounting, transfer agency and shareholder services, fund compliance and CCO resources, distribution, portfolio accounting, investor servicing, treasury services, audit and tax management, middle office service solutions, and EDGARization and printing services. Ultimus’ deep commitment to excellence is achieved through investments in best-in-class technology, compliance programs, organization-wide cyber security efforts, and hiring seasoned professionals who have a deep understanding of our clients’ needs while serving as a trusted business partner. The Ultimus approach to administration services is distinctive and is built on a foundation of commitment to, excellence, innovation, and partnership. We understand that no two clients are alike and tailor our services—from administration services to product design and launch to conversion—to meet each client’s unique needs. For more information, visit www.ultimusfundsolutions.com.

Employees by Management Level

Total employees: 501-1000

Seniority

Employees

Entry
Manager
Vice President

Employees by Department

Ultimus Fund Solutions has 321 employees across 12 departments.

Departments

Number of employees

Funding Data

Explore Ultimus Fund Solutions's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2012-07-1811N/A

Funding Insights

1

Number of funding rounds

Ultimus Fund Solutions Tech Stack

Discover the technologies and tools that power Ultimus Fund Solutions's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Asgaros Forum

Asgaros Forum

Message boards

Site Kit

Site Kit

Analytics

Google Maps

Google Maps

Maps

Hogan.js

Hogan.js

JavaScript frameworks

jQuery

jQuery

JavaScript libraries

LiteSpeed

LiteSpeed

Web servers

Google Ads

Google Ads

Advertising

WP Google Map Plugin

WP Google Map Plugin

WordPress plugins

PHP

PHP

Programming languages

HSTS

HSTS

Security

Hostinger

Hostinger

Hosting

Frequently asked questions

Ultimus Fund Solutions is located in Springdale, Ohio, US.
You can reach Ultimus Fund Solutions at +114286822.
Ultimus Fund Solutions has approximately 501-1000 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Ultimus Fund Solutions

Jason Stevens

Chief Technology Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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