Ultimus Fund Solutions
Likely to Engage tag.Highly Engaged Employees

Finance · Ohio, United States · 501-1,000 Employees

View Company Info for Free

Overview

Headquarters

225 Pictoria Dr Ste 450, Cincinnati, Ohi...

Phone Number

(513) 587-3400

Website

www.ultimusfundsolutions.com

Revenue

$438.2 Million

Industry

Finance Securities Trading

About Ultimus Fund Solutions

Ultimus Fund Solutions is a leading independent provider of fund administration and investment operations solutions, catering to advisors and fund managers. The company specializes in delivering comprehensive services across public, private, and hybrid investment vehicles, leveraging advanced technology to address complex operational challenges. With a focus on high-touch service and optimized solutions, Ultimus supports a diverse range of funds including mutual funds, private equity, and exchange-traded funds. Their expertise and integrated capabilities enable clients to achieve better outcomes in a rapidly evolving market.Explore more
Ultimus Fund Solutions's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Ultimus Fund Solutions Org Chart

Gary Tenkman, Chief Executive Officer at Ultimus Fund Solutions
United States flag for contact location.
Gary Tenkman

Chief Executive Officer

PhoneEmail
SF
United States flag for contact location.
Steven Farlese

Chief Operating Officer, Ultimus Private Fund...

PhoneEmail
EA
United States flag for contact location.
Evan Audette

Executive Vice President & Chief Operating Of...

PhoneEmail
John Lehner, President, Public Fund Solutions at Ultimus Fund Solutions
United States flag for contact location.
John Lehner

President, Public Fund Solutions

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
GC
United States flag for contact location.
Grant Chamberlain

Managing Director, Strategic Initiatives

PhoneEmail
PW
United States flag for contact location.

Senior VP & Head of Middle Office Services

PhoneEmail
EZ
United States flag for contact location.

Senior Vice President and Relationship Manage...

PhoneEmail
MC
United States flag for contact location.

Vice President

PhoneEmail
DW
United States flag for contact location.

Vice President, Regulatory Reporting

PhoneEmail
JR
United States flag for contact location.

Vice President, Transfer Agent Operations

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Compare Similar Companies to Ultimus Fund Solutions

Compare insights from companies similar to Ultimus Fund Solutions, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Ultimus Fund Solutions

$438.2M
501-1,000
Private
-
1999
Gary Tenkman, Chief Executive Officer at Ultimus Fund Solutions
Gary TenkmanCEO
Gen II
$1.1B
1K - 5K
Private
-
2009
Ryan Lacida, Managing Director at Gen II
Ryan LacidaManaging Director
Allvue
$157.5M
501-1,000
Private
-
2019
Deborah DeVerna, Chief People Officer at Allvue
Deborah DeVernaChief People Officer
STP Investment Services
$47.3M
201-500
Private
<$5M
2008
GD
George DickersonCEO
SS&C ALPS Advisors
$43.8M
51-200
Private
-
1985
GF
Grant FletcherAssistant Fund Controller
Centaur
$30.1M
201-500
Private
<$5M
2009
Jessie Manwaring, Assistant Vice President at Centaur
Jessie ManwaringAssistant Vice President
Permal Capital Management
$21.4M
51-200
Private
-
1973
KV
Kristin ViceVice President
Illustration of an envelope

Ultimus Fund Solutions Tech Stack

A closer look at the technologies used by Ultimus Fund Solutions

WooCommerce

By

Automattic
WordPress.org

By

Automattic
reCAPTCHA

By

Google
iCIMS

By

iCIMS
See more technologies

Top Finance Companies

Top companies in Canada by revenue

Chase Buchanan
Fiera Capital Private Wealth
IG Wealth Management
PPF Group of Companies
Keybase Financial Group
View Full List

Top companies in Australia by revenue

FinClear
MLC Asset Management
Kaz Private Wealth
JSA Group
LINK Corporate
View Full List

Top companies in New Zealand by revenue

Link Market Services
Makowem & Isaacs Financial Planning
PIS Manawatu
RIVAL Wealth - Nationwide service
Cleary Wealth Management
View Full List
See more top companies

Frequently Asked Questions Regarding Ultimus Fund Solutions

What is Ultimus Fund Solutions's official website?
Ultimus Fund Solutions's official website is www.ultimusfundsolutions.com What is Ultimus Fund Solutions's Revenue?
Ultimus Fund Solutions's revenue is $438.2 Million What is Ultimus Fund Solutions's SIC code?
Ultimus Fund Solutions's SIC: 62,628 What is Ultimus Fund Solutions's NAICS code?
Ultimus Fund Solutions's NAICS: 52,523 How many employees does Ultimus Fund Solutions have?
Ultimus Fund Solutions has 501-1,000 employees What industry does Ultimus Fund Solutions belong to?
Ultimus Fund Solutions is in the industry of: Finance, Securities Trading What is Ultimus Fund Solutions competition?
Ultimus Fund Solutions top competitors include: Gen II, Allvue, STP Investment Services, Centaur What companies has Ultimus Fund Solutions acquired?
Ultimus Fund Solutions has acquired the companies: Gemini Hedge Fund Services, Skooba Design, Two Roads Shared Trust, FD Fund Administration What technology does Ultimus Fund Solutions use?
Some of the popular technologies that Ultimus Fund Solutions uses are: WooCommerce, WordPress.org, reCAPTCHA, iCIMS How do I contact Ultimus Fund Solutions?
Ultimus Fund Solutions contact info: Phone number: (513) 587-3400 Website: www.ultimusfundsolutions.com What does Ultimus Fund Solutions do?

Ultimus Fund Solutions is a leading independent provider of fund administration and investment operations solutions, catering to advisors and fund managers. The company specializes in delivering comprehensive services across public, private, and hybrid investment vehicles, leveraging advanced technology to address complex operational challenges. Wi... th a focus on high-touch service and optimized solutions, Ultimus supports a diverse range of funds including mutual funds, private equity, and exchange-traded funds. Their expertise and integrated capabilities enable clients to achieve better outcomes in a rapidly evolving market.Read More

 What are Ultimus Fund Solutions social media links?
Ultimus Fund Solutions Linkedin page Ultimus Fund Solutions Twitter page Ultimus Fund Solutions Facebook page Who invested in Ultimus Fund Solutions?
Ultimus Fund Solutions has 2 investors including GTCR and LLR. Is Ultimus Fund Solutions a public company?
Ultimus Fund Solutions is private company therefore does not currently have an official ticker symbol
See more information about Ultimus Fund Solutions

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search