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Ultimus Fund Solutions

Engaged Employer

Good Overall Company To Work For - Shareholder Services Specialist Ultimus Fund Solutions Employee Review

4.0
Jan 11, 2022
Recommend
CEO approval
Business Outlook

Pros

Everyone is friendly and helpful.

Cons

Becoming more like a call center. New business brought on board without truly preparing for the impact it will have.

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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