Ultimus Fund Solutions

Institutional Strength | Boutique Service

Cincinnati, United States · Founded 1999 · $2.0B raised

Headquarters
Cincinnati, Ohio
Employees
1001–5000
Founded
1999
Business Model
B2B
Total Funding
$2.0B
Last Round
$2.0B Private EquityApr 2025
Rounds
2

About

Ultimus Fund Solutions is one of the largest independent fund administration providers in the US, offering full-service fund administration, accounting, transfer agent, middle office, and investor servicing for registered funds, private funds, and public plans. With 1,200+ associates and 450+ clients managing $775B+ AUA, Ultimus blends proprietary technology with high-touch service for investment managers.

Summary

Ultimus Fund Solutions is a Fintech company based in Cincinnati, United States, founded in 1999. It has raised $2.0B in total across 2 rounds, most recently a $2.0B Private Equity round in Apr 2025. Investors include GTCR and Stone Point Capital.

Tech & App Stack

7 technologies & apps tracked

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Funding History

Private EquityPrivate EquityApr 2025
$2.0B

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Investors

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