Company profile: Ultimus Fund Solutions
1.1 - Company Overview
Company description
- Provider of mutual fund and investment servicing solutions, including fund administration and accounting for open- and closed-end funds; organizational, transfer agent and shareholder services; middle office support for SMAs, private funds and institutional portfolios; investor servicing via platforms like uTRANSACT; data access through uCONNECT; and conversion services for transitioning fund structures.
Products and services
- Fund Administration: Delivers compliance-focused administration services for registered funds, private funds, and public plans, spanning fund accounting, reporting, and regulatory compliance
- Investor Servicing: Supplies platform-enabled investor servicing components that enhance adviser and shareholder experience through uTRANSACT for open-end funds, focusing on streamlined shareholder and adviser interactions
- Middle Office Services: Produces institutional-grade support for SMAs, private funds, and institutional portfolios, covering trade processing, reconciliation, and reporting
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Ultimus Fund Solutions
Preos
HQ: Germany
Website
- Description: Provider of property technology and big data real estate analysis.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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RXR
HQ: United States
Website
- Description: Provider of real estate development, leasing, sales, finance, accounting, human capital, asset management, architecture, and design services. Offers office asset management, real estate credit, the WorxWell data analytics platform to optimize building operations and workplace experience, RXO Living hospitality via the RXO Home app, and an in-house Technology Innovation Lab to enhance customer experience and real estate value.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Quonia
HQ: Spain
Website
- Description: Provider of real estate agency and investment services, including preparation of market studies, selection of strategic assets, and risk assessment in real estate investment.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Pace Equity
HQ: United States
Website
- Description: Provider of financial and related services to building owners, developers, and non-profits, including C-PACE financing for energy-efficient building projects repaid via a special tax assessment on the property; the CIRRUS Low Carbon Program offering lower-rate financing with design guidance and a marketing package; and commercial renovation financing for major renovations, redevelopments, and retrofits focused on energy efficiency and sustainability.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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eSyncTraining
HQ: United States
Website
- Description: Provider of cutting-edge eLearning solutions that extend the power of Adobe Connect, offering custom e-learning courses, communications applications, and web-based solutions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full eSyncTraining company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Ultimus Fund Solutions
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Ultimus Fund Solutions
2.2 - Growth funds investing in similar companies to Ultimus Fund Solutions
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4 - Top valuation comps for Ultimus Fund Solutions
4.2 - Public trading comparable groups for Ultimus Fund Solutions
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