Ultimus Fund Solutions | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Company Directory for Ultimus Fund Solutions

Team Bitscale

24 Feb 2026 — 1 min read

Ultimus Fund Solutions

Overview

Ultimus Fund Solutions is a prominent independent provider of full-service fund administration, accounting, investor servicing, and outsourced middle office solutions for buy-side investment managers. The company, founded in 1999 and headquartered in Cincinnati, Ohio, manages over $725 billion in assets under administration.

The organization delivers a broad range of services including fund administration and accounting for various fund types, tailored investor servicing, and middle office solutions such as trade settlement and performance measurement. With a technology-driven infrastructure, it assists investment managers in navigating dynamic markets while focusing on operational excellence and cost management. Ultimus collaborates with partners to enhance its offerings.

Basic Information

Industry	financial services
Founded	1999
Revenue	25M
Headquarters	225 Pictoria Drive, Suite 450, Cincinnati, OH 45246, United States
Languages	English
Parent Organization	GTCR LLC

Contact Details

Phone: +1 513-587-3400
LinkedIn: linkedin.com/company/ultimus-fund-solutions-llc

Key Focus Areas & Initiatives

mutual fund services
private fund services
public plans
registered fund services
middle office services

Technologies Used

AI
ASP.NET
AWS Transfer for SFTP
Adobe Acrobat
Adobe Acrobat Pro
Adobe InDesign
Adobe Media Optimizer
Cedexis Radar
Concur
DoubleClick
DoubleClick Conversion
GoFileRoom
Google Analytics
Google Dynamic Remarketing
Google Font API
Google Maps
Google Tag Manager
Hubspot
Linkedin Marketing Solutions
Microsoft Excel
Microsoft Office
Microsoft Office 365
Microsoft PowerPoint
Microsoft Word
Microsoft-IIS
Mimecast
Mobile Friendly
NetSuite
Remote
SAP Concur
Slack
Tor
Vimeo
WordPress.org
reCAPTCHA

Affiliated Organizations & Regional Branches

Ultimus LeverPoint Private Fund Solutions
Lamplighter Financial
Woodfield Fund Administration LLC

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