Ultimus Fund Solutions

Ultimus Fund Solutions, LLC provides highly customized and comprehensive mutual fund services to small and medium size mutual fund groups. In practice that means managing your IT, from help desk to infrastructure, as an outside partner.

The natural audience is small and mid-sized companies. Alongside the main category they mention Consulting, Finance and Financial Services. They are a large team, 1,001 to 5,000 people, which usually shapes who they work with. At that size expect formal onboarding, documentation and a longer sales cycle.

Ultimus Fund Solutions is based in Cincinnati, Ohio and founded in 1999. Their site is ultimusfundsolutions.com.

Before you commit, look at response SLAs, onboarding, and what is billed per hour. Get the renewal terms in writing before the first invoice.

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