Ultimus is a leading independent provider of tech-enabled full-service fund administration, accounting, and investor servicing solutions, including outsourced middle office services for buy-side investment managers.

With over $725 billion in AUA, our deep commitment to excellence is achieved through investments in talent and technology, with a focus on our consultative approach and high-touch service culture. Our middle office solutions, including Investment Book of Record (IBOR), trade settlement services, performance measurement, outsourced trading, and data management, provide a customizable and scalable, technology-driven operating infrastructure designed to govern investment data, manage costs, and control operational risk.

Ultimus provides operational excellence for the administration of investments and is dedicated to helping investment managers stay ahead of constantly changing market demands, providing innovative solutions as a seamless extension of your firm. To learn how we can help investment managers and fund families flourish in today’s increasingly sophisticated and dynamic investment landscape, visit www.ultimusfundsolutions.com.