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Ultimus Fund Solutions

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Cincinnati, Ohio, United States Founded 1999 1001-5000 employees For Profit

Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups.

Ultimus Fund Solutions was acquired by GTCR in 2018.
Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
3
Monthly Visits
Available in Pro
Contacts
396
Patents
0
11 trademarks

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
22
Active products
24
Patents granted
0
Trademarks
11
IT spend
$28M

Company Info

Founded
1999
Employees
1001-5000
Operating status
Active
Company type
For Profit
Org types
company
Founders
2
News articles
80
HQ
Cincinnati, Ohio, United States
Region
Great Lakes, Midwestern US
Exit date
Nov 19, 2018

Signals & Scores

Heat score
Medium
Growth score
Low
Trend (7d)
-0.2
Trend (30d)
0
Trend (90d)
0.3
Last leadership hire
Apr 28, 2026

Acquisitions by Ultimus Fund Solutions

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Key People at Ultimus Fund Solutions

Vice Chairman, Co-Founder
CEO
Executive Vice President and Chief Financial Officer
Executive Vice President and Chief Legal and Risk Officer
President of Private Fund Solutions
Vice President – Director of Human Resources
SVP, Client Strategies - President, Ultimus Managers Trust and Unified Series Trust
Vice President of Implementation
EVP and Chief Technology Officer
Managing Director, Head of Retail Alternative Administration Product
Senior Vice President of Transfer Agent Retail Alternatives
Chief Operating Officer
Senior Vice President of Relationship Management
Vice Chairman
President of Public Fund Solutions
EVP and Chief Administrative Officer
396
professional contacts at Ultimus Fund Solutions
Contact execs at Ultimus Fund Solutions

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Ultimus Fund Solutions - Company Profile, Full Acquisitions List, Funding and Investments