What departments does Ultimus Fund Solutions have?

Ultimus Fund Solutions has employees across 11 departments including Business, Retail, Marketing, Finance, Sales.

What is the largest department at Ultimus Fund Solutions?

The largest department at Ultimus Fund Solutions is Accounting with 12 employees.

Where are Ultimus Fund Solutions employees located globally?

Ultimus Fund Solutions has employees across 2 continents and 3 countries including Portugal, Poland, United States Of America.

How has Ultimus Fund Solutions's team size changed over time?

Ultimus Fund Solutions's team has decreased from approximately 747 to 555 employees based on available data.

Ultimus Fund Solutions Employee Directory

Financial ServicesOhio, United States1001-5000 Employees

Ultimus Fund Solutions operates in the financial services sector, providing full-service, tech-enhanced fund administration, accounting, middle-office, and investor services to support the launch and ongoing servicing of registered funds, private funds, and public plans. In addition to standard administration, it designs customized structures for pensions, endowments, foundations, and other large institutions to address their specific needs. Its services include fund and legal administration, accounting, transfer agency and shareholder services, compliance resources, distribution, portfolio accounting, investor servicing, treasury, audit and tax management, middle-office solutions, and printing services.

Ultimus Fund Solutions Global Highlights

North America
713

United States Of America
713

Europe
2

Portugal
1
Poland
1

Ultimus Fund Solutions's Leadership

M. M.
Vice President Relationship Management
Mobile Phone
Email
E. E.
Vice President Of Finance
Mobile Phone
Email
T. F.
Vice President Of Finance
Mobile Phone
Email
J. R.
President
Mobile Phone
Email
J. T.
Owner
Mobile Phone
Email
J. A.
Business Owner
Mobile Phone
Email
N. M.
Owner
Mobile Phone
Email
E. Z.
Senior Vice President & Relationship Manager, Retail Alternatives
Mobile Phone
Email

Ultimus Fund Solutions Employee Metrics

100%

50%

0%

2026

2025

Accounting
Finance
Legal
Analytics
Engineering
Other
Operations
Banking
Information Technology
Entrepreneurship

Contact profiles from Ultimus Fund Solutions

Name

Title

Contact

Location

Last Update

L. B.
Assistant Manager, Treasury Operations
Mobile Phone
Email
Sep 10, 2026
B. R.
Associate Director - Middle Office
Mobile Phone
Email
Jul 08, 2024
B. W.
Manager
Mobile Phone
Email
Oct 18, 2024
J. D.
Senior Fund Accounting Manager
Mobile Phone
Email
Oct 21, 2024
J. S.
Manager
Mobile Phone
Email
Oct 21, 2024
J. K.
Fund Accounting Manager
Mobile Phone
Email
Apr 05, 2023
K. H.
It - Fund Accounting Manager
Mobile Phone
Email
Nov 22, 2024
M. A.
Operations Manager
Mobile Phone
Email
Oct 21, 2024
O. B.
Manager
Mobile Phone
Email
Oct 16, 2024
S. C.
Manager, Information Technology Fund Accounting
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Ultimus Fund Solutions known for?

Ultimus Fund Solutions operates in the Financial Services industry. You can contact Ultimus Fund Solutions's main corporate office by phone at

+1-513-587-****

. Explore Ultimus Fund Solutions's company overview page for more information.

What is Ultimus Fund Solutions's most common email format?

Ultimus Fund Solutions employees' email format typically follows the pattern of FLast@ultimusfundsolutions.com. Trying to find reliable and up-to-date employee contact data? Find more Ultimus Fund Solutions email formats with LeadIQ.

How many employees does Ultimus Fund Solutions have currently?

Ultimus Fund Solutions has approximately 1.1K employees as of October 2026. These team members are located across 2 continents, including North America and Europe.

Who are Ultimus Fund Solutions's key employees and leadership?

As of October 2026, Ultimus Fund Solutions's key employees include:

Vice President Relationship Management: M. M.
Vice President Of Finance: E. E.
Vice President Of Finance: T. F.
President: J. R.
Owner: J. T.

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Ultimus Fund Solutions Employee Directory

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