About Ultimus Fund Solutions
Ultimus Fund Solutions is a Financial Services company based in Cincinnati (United States) founded in 1999, and was acquired by GTCR in November 2018. The company has 642 employees. Ultimus Fund Solutions has completed 4 acquisitions, including FD Fund Administration, Leverpoint and Unified Financial Services. Its website ultimusfundsolutions.com draws about 140 thousand monthly visits. Ultimus Fund Solutions offers products and services including Fund Administration, Middle Office Services, and Investor Servicing. Its focus areas include Services for Investment Industry, Consultancy Services and Diversified. Its legal entity is ULTIMUS FUND SOLUTIONS, LLC.
Company details
Provider of fund administration and middle-office services for registered, private, and public funds. It offers solutions encompassing accounting, distribution, financial administration, compliance, legal administration, transfer agency, shareholder servicing, and tax services. Services extend to various fund structures, including mutual funds, ETFs, interval and tender offer funds, private equity funds, and hedge funds. The firm also provides management company solutions, investor services, treasury services, and AML reporting. Middle-office solutions include outsourced trade services and enterprise-wide investment operations support.
- Headquarters Cincinnati, United States
- Employees 642
- Stage Acquired
- SectorsFinancial Services
- Website category Finance · Investing
- Phone•••• ••••
- Website ultimusfundsolutions.com
- Social LinkedIn X Facebook
- Acquired by GTCR (Nov 2018)
- Legal Name Ultimus Fund Solutions, Llc
- InvestorsStone Point Capital
& 2 more
- Employee Count642
- Investments & AcquisitionsFD Fund Administration
& 3 more
- Acquired byGTCR
(Nov 2018)
Products & Services of Ultimus Fund Solutions
Ultimus Fund Solutions offers a comprehensive portfolio of products and services, including Fund Administration, Middle Office Services, and Investor Servicing.
Manages operations for registered and private funds.
Provides investment operations and trade processing solutions.
Handles shareholder access and reporting for funds.
Funding Insights of Ultimus Fund Solutions
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of Ultimus Fund Solutions with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2025 | Private Equity Round | – | – | ||
| Jun 2012 | Series A | – | LLR Partners | – |
3 investors in total: 3 institutional.
Investors in Ultimus Fund Solutions
Ultimus Fund Solutions has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Stone Point Capital, LLR Partners and GTCR Chicago Private Equity Firm.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Private equity firm investing in global financial services sectors. | stonepoint.com | |||
Private equity firm investing in technology and healthcare businesses for growth capital. | llrpartners.com | |||
Private equity investments and firm management in Chicago. | gtcr.com |
Investor details for Ultimus Fund Solutions
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Ultimus Fund Solutions
66 people are tracked at Ultimus Fund Solutions (43 in leadership, 23 in team); the tracked headcount is 642.
| Name | Role | Group |
|---|---|---|
Gail Zess | Vp, Relationship Management | Leadership |
Andrew Jones | Managing Director, Business Development | Leadership |
Richard Couch | Evp, Chief Financial Officer | Leadership |
Jordan Fletcher | Vp, Relationship Management | Leadership |
Frank Rainville | Vice President | Leadership |
David James | Evp, Chief Legal And Risk Officer | Leadership |
Angela Selzer | Vice President, Operations | Leadership |
Gary Tenkman | Chief Executive Officer | Leadership |
Evan Audette | EVP & Coo, Private Fund Services | Leadership |
Bill Tomko | Evp, Head Of Fund Servicing | Leadership |
Larie Lydick | Vp, Etfs & Mutual Fund Services | Leadership |
Julie Wolters | Vice President, Operations | Leadership |
Todd Heim | Svp, Relationship Management President, Ultimus Managers Trust | Leadership |
Charles Kennedy | Vice President, Business Development | Leadership |
Corinne Weidner | Managing Director | Leadership |
Jennifer Calabrese | Director | Leadership |
Aimee Smith | Senior Human Resources Business Partner | Leadership |
Nick O’connor | Director | Leadership |
George Cornick | Managing Director | Leadership |
Jessica Robertson | Managing Director | Leadership |
46 more people are available in the full profile.
Complete people profiles for Ultimus Fund Solutions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Ultimus Fund Solutions
Ultimus Fund Solutions has strategically engaged in corporate development activities, having acquired 4 companies. Notable acquisitions include FD Fund Administration, Leverpoint and Unified Financial Services.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Real estate finance advisory services are provided to clients. | fd-fa.com | Philadelphia, United States | 2013 | Dec 2021 | •••• | |
Investment service provider | leverpoint.com | Clifton Park, United States | 1995 | Aug 2019 | •••• | |
Fund administration services are provided to the investment industry. | woodfieldllc.com | Rolling Meadows, United States | 2005 | Apr 2018 | •••• | |
Wealth management services are provided to clients in Australia. | unifiedfs.com.au | Carlton, Australia | 1994 | Nov 2015 | •••• |
Complete acquisition details for Ultimus Fund Solutions
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Ultimus Fund Solutions
8 dated milestones of Ultimus Fund Solutions across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Ultimus Fund Solutions is founded.
- Funding First funding round.
- Acquisition Acquires Unified Financial Services.
- Acquisition Acquires Woodfield Fund Administration.
- Exit Acquired by GTCR.
- Acquisition Acquires Leverpoint.
- Acquisition Acquires FD Fund Administration.
- Funding Latest funding round, Private Equity Round,.
Web traffic of Ultimus Fund Solutions
The website of Ultimus Fund Solutions (ultimusfundsolutions.com) receives about 139.8K visits a month and ranks #253,872 among all websites worldwide, #2,706 in Investing.
- Monthly visits139.8K
▲ 39.7% vs previous month
- Unique visitors33.7K
per month
- Global rank#253,872
among all websites
- Category rank#2,706
Finance · Investing
- Bounce rate27%
- Pages per visit6.3
- Average visit3 min 58 sec
- DevicesDesktop 66% · Mobile 34%
Websites whose visitors overlap most with Ultimus Fund Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| timothyplan.com | 100% | 12.2K | #1,737,906 | View details | |
| fidelity.com | 99% | 129.5M | #275 | View details | |
| schwab.com | 96% | 94M | #365 | View details | |
| globalcustodian.com | 93% | #1,076,253 | View details | ||
kotakmutual.com | kotakmutual.com | 93% | #10,914,553 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 32 similar websites and full traffic analytics for Ultimus Fund Solutions
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- 32 similar websites
- Audience overlap
- Engagement analytics
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Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Ultimus Fund Solutions (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Ultimus Fund Solutions
Complete news archive for Ultimus Fund Solutions
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Frequently Asked Questions about Ultimus Fund Solutions
Ultimus Fund Solutions was founded in 1999 and raised its 1st funding round 13 years after it was founded.
Ultimus Fund Solutions is headquartered in Cincinnati, United States. It is registered at Cincinnati, Ohio, United States.
Ultimus Fund Solutions has 642 employees.
Provider of fund administration and middle-office services for registered, private, and public funds. It offers solutions encompassing accounting, distribution, financial administration, compliance, legal administration, transfer agency, shareholder servicing, and tax services. Services extend to various fund structures, including mutual funds, ETFs, interval and tender offer funds, private equity funds, and hedge funds. The firm also provides management company solutions, investor services, treasury services, and AML reporting. Middle-office solutions include outsourced trade services and enterprise-wide investment operations support.
Ultimus Fund Solutions offers Fund Administration, Middle Office Services, and Investor Servicing.
Ultimus Fund Solutions has made 4 acquisitions, including FD Fund Administration, Leverpoint, and Unified Financial Services.
Ultimus Fund Solutions has 3 investors. Key investors include Stone Point Capital, LLR Partners, and GTCR Chicago Private Equity Firm.
Ultimus Fund Solutions operates through Ultimus Fund Solutions, Llc.
Yes. Ultimus Fund Solutions was acquired by GTCR in November 2018.
The website of Ultimus Fund Solutions receives about 140 thousand visits a month and ranks #253,872 among all websites worldwide.