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Ultimus and Xceptor expand their six-year long partnership
12 August 2025 US
Reporter: Zarah Choudhary

The expanded partnership combines Ultimus’ expertise in fund administration with Xceptor’s data automation platform to streamline operations and reduce risk

Ultimus collaborates with PlanRock
27 September 2024 US
Reporter: Klea Neza

PlanRock has enlisted Ultimus as fund administrator with an aim to help expedite its ETF launch process, and expand its product offerings to investors

Petra welcomes McCoy as senior sales lead
10 April 2024 US
Reporter: Klea Neza

Prior to her position as senior sales lead, McCoy served as an executive vice president at Ultimus Leverpoint Private Fund Solutions

Ultimus partners with PennHaven
05 April 2024 US
Reporter: Jack McRae

The partnership will allow Ultimus to offer outsourced trade execution and trading desk services to asset managers through PennHaven

AST celebrates best in business with former Royal Marine Major Scotty Mills
08 November 2022 UK
Reporter: Jenna Lomax

Scotty Mills, former Major Royal Marine and global keynote speaker (pictured), presented the awards and delivered a thought-provoking keynote speech

Ultimus appoints Shannon Thibeaux-Burgess
26 August 2022 US
Reporter: Lucy Carter

Ultimus Fund Solutions has appointed Shannon Thibeaux-Burgess as senior vice president of relationship management

Ultimus Partners with FundGuard for real-time contingent NAVs
27 April 2022 US
Reporter: Jenna Lomax

Ultimus Fund Solutions has selected FundGuard’s platform to offer its clients additional services to calculate real time contingent net asset values for their registered funds

NAFAA to close after four-year run
11 January 2022 Canada
Reporter: Jenna Lomax

The association’s members included Apex, Ultimus Fund Solutions, Centaur Fund Services, Circle Partners as well as Horseshoe, IPS, Basiz and Sudrania Fund Services, among others

Parnassus Investments selects Ultimus as transfer agent administrator
09 June 2021 US
Reporter: Maddie Saghir

The partnership will see Parnassus’ shareholders gain easy access to their accounts through Ultimus’ proprietary uTRANSACTTM platform

Frank Anduiza to lead Ultimus’ sales management efforts for private fund
05 May 2021 US
Reporter: Maddie Saghir

Ultimus Fund Solutions has bolstered its team with the addition of Frank Anduiza as executive vice president, head of private fund sales, for the firm’s private fund administration services group

DTCC’s Susan Cosgrove joins Ultimus Fund Solutions’ board of directors
10 March 2021 US
Reporter: Becky Bellamy

Cosgrove currently works as managing director and chief financial officer of the Depository Trust & Clearing Corporation

Ultimus partners with Public Trust Advisors
05 February 2021 US
Reporter: Maddie Saghir

The partnership comes after Ultimus’ input in the construction and launch of the new Public Trust Participant Portal, a product that was developed collaboratively by the two firms