Ultimus Fund Solutions Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Ultimus Fund Solutions

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Ultimus Fund Solutions Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	500 - 1,000Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	225 Pictoria Drive, Suite 450 Cincinnati, OH 45246

Note: Revenues for privately held companies are statistical evaluations.


Ultimus Fund Solutions's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Ultimus Fund Solutions's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Ultimus Fund Solutions is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Ultimus Fund Solutions Annual Revenue and Growth Rate

Ultimus Fund Solutions	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Ultimus Fund Solutions's revenues are gauged from an analysis of company filings.

Ultimus Fund Solutions's Income Statement (based on Industry Averages)

Ultimus Fund Solutions P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Ultimus Fund Solutions is developing and marketing. Ultimus Fund Solutions doesn't have any recent trademark applications, indicating Ultimus Fund Solutions is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
UCOMPLY Application service provider (ASP) featuring software for use to run compliance testing on investment portfolios; Software as a service (SAAS) services featuring software for running compliance testing on investment portfolios	01/31/2022
UINVESTOR Application service provider (ASP) featuring software for use for allowing external parties to connect and pull data directly over the web; Software as a service (SAAS) services featuring software for allowing external parties to connect and pull data directly over the web; all of the foregoing not for use with the creation of personalized strategies to achieve financial goals	11/05/2021
UETF Application service provider (ASP) featuring software for automating the Portfolio Composition File generation process for Exchange Traded Funds; Software as a service (SAAS) services featuring software for automating the Portfolio Composition File generation process for Exchange Traded Funds	12/18/2020

See all trademarks and details in the Full Report.

Market Share of Ultimus Fund Solutions's Largest Competitors

A competitive analysis shows these companies are in the same general field as Ultimus Fund Solutions, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Ultimus Fund Solutions. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ULTIMUS FUND SOLUTIONS	Cincinnati, OH	100
GRASSHOPPER INVESTMENTS	Cincinnati, OH	28
ASPIRIANT	Cincinnati, OH	19
JOHNSON INVESTMENT COUNSEL	Cincinnati, OH	13
FUND EVALUATION GROUP	Cincinnati, OH	11
SUMMER HILL	Cincinnati, OH	9

Future Competition: Ultimus Fund Solutions's Fastest Growing Competitors

These companies are in the same general field as Ultimus Fund Solutions and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)