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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
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