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Ultimus Fund Solutions

Engaged Employer

A lot of Potential - Fund Accountant Ultimus Fund Solutions Employee Review

4.0
Jul 26, 2020
Recommend
CEO approval
Business Outlook

Pros

Staff is knowledgeable and, for the most part, willing to share industry information. I learned a lot and am grateful in that regard.

Cons

IT tech support needs an overhaul. There is no guidance with relation to new technologies / tech migrations, etc. The company is becoming too top heavy. There needs to be more transparency and communication, especially from top management staff members, particularly when updating to newer technologies. There needs to be a devoted staff of tech support on the floor helping and assisting new employee on-boarding, so that management can focus on their duties and responsibilities. Clients should also be educated on new investment platforms as well.

Explore other reviews about Ultimus Fund Solutions

5.0
Oct 8, 2025
Recommend
CEO approval
Business Outlook

Pros

I really enjoyed working at Ultimus Fund Solutions.

Cons

There was no process documentation. Everything is word of mouth.

avatar
Ultimus Fund Solutions Response
3mo
Thank you for your feedback. We are pleased to hear that you enjoyed working at Ultimus. We value our associates and our culture, and we remain committed to continuously strengthening both. Regarding processes, we encourage our teams to regularly review and update them as we adapt to change, and will be sure to forward your valuable feedback to the managerial teams. We appreciate you taking the time to share your feedback. If you have any questions or additional concerns, please do not hesitate to contact us at HR@UltimusFundSolutions.com.
4.0
Mar 12, 2026
Recommend
CEO approval
Business Outlook

Pros

Great culture, advancement opportunities, and nice pto package

Cons

Work a lot of hours

avatar
Ultimus Fund Solutions Response
3w
Thank you for sharing your feedback. We’re pleased to hear that you value our culture, advancement opportunities, and PTO offerings, these are areas we intentionally invest in to support our associates’ well being and career growth. In terms of hours worked, as we are an accounting-focused firm in the client service business, we are at times faced with unexpected requests which require additional hours, but in comparison to public accounting or similar work, we do not have mandatory weekends or set mandatory busy season hours. We appreciate the time you spent providing this feedback and if you should have any questions or concerns, please do not hesitate to contact HR@Ultimusfundsolutions.com
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