Latest News and Press Releases

Ultimus has announced the appointment of Teresa Connors as Executive Vice President, Fund Services.

New Age Alpha transitions 18 mutual funds, enhancing operational efficiency through fund and middle-office service capabilities with Ultimus.

Ultimus announces its support of KKM Financial (KKM) in transitioning their Essential 40 mutual fund to an exchange-traded fund (ETF).

Ultimus is pleased to announce its partnership with Nightview Capital to assist with the successful conversion of its private fund to an ETF.

Utlimus is pleased to announce its integral role in supporting the successful launch of four new active ETFs for its longstanding client, Ocean Park.

Ultimus is proud to announce that it has received multiple prestigious awards at the 2024 Global Custodian Industry Leaders Awards.

Ultimus announces the addition of several senior professionals to its management team.

Ultimus is pleased to announce its growing strategic partnership between Ultimus Fund Distributors and Johnson Investment Counsel.

Southeastern has chosen Ultimus to provide middle and back office services for their registered, private, and SMA portfolios.

Ultimus is proud to announce its collaboration with PlanRock to assist the firm in successfully launching its first two actively managed ETFs.