Ultimus LeverPoint Announces New Partnership with WCM Investment Management
April 09, 2024 08:07 ET
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Ultimus LeverPoint
Ultimus LeverPoint announces its latest partnership with WCM Investment Management, LLC an independent asset management firm with approximately $90B in AUA
Ultimus LeverPoint Seizes Top Award at Industry Ceremony
December 05, 2023 11:06 ET
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Ultimus LeverPoint
Ultimus LeverPoint received the top industry award at the 2023 Global Custodian Industry Leaders Awards; PE Fund Administrator of the Year.
Ultimus LeverPoint Acclaimed in 2023 Global Custodian Survey
October 11, 2023 08:08 ET
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Ultimus LeverPoint
Ultimus LeverPoint attains an exceptional score of 6.90 out of 7.00 in the GC Survey - surpassing competitors and global averages over all nine categories.
Ultimus Continues its Focus on Client-Facing Technology with Expansion of uCONNECT®
September 26, 2023 08:20 ET
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Ultimus LeverPoint
Ultimus LeverPoint announces the expansion their web-based utility, uCONNECT to its private fund clients; providing direct access to fund data and reports.
Ultimus Names Former SEI Exec James Cass as President of Ultimus LeverPoint Private Fund Solutions
February 01, 2023 07:50 ET
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Ultimus LeverPoint
CINCINNATI and CLIFTON PARK, N.Y., Feb. 01, 2023 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading independent provider of full-service administration, fund accounting, middle...
Ultimus Scoops Up Numerous Top Awards at Industry Ceremony, Accepting Six Awards in One Evening
December 08, 2022 15:16 ET
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Dec. 08, 2022 (GLOBE NEWSWIRE) -- Ultimus Fund Solutions® (Ultimus®), a leading tech-enabled provider of full-service fund administration, middle office, and investor solutions...
Ultimus LeverPoint Welcomes Senior Sales Executive Jeffrey Rosen
November 01, 2022 14:15 ET
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Nov. 01, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions®, a leading tech-driven private fund administrator, is pleased to announce Jeffrey Rosen recently...
Ultimus LeverPoint Appoints Scott Trimble to Business Development Team
October 24, 2022 15:15 ET
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Oct. 24, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions™, a leading tech-driven private fund administrator, is pleased to announce Scott Trimble recently...
Ultimus LeverPoint Fund Solutions Achieves Near Perfect Score in 2022 Global Custodian Private Equity Fund Administration Survey
October 12, 2022 08:20 ET
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Ultimus LeverPoint
CLIFTON PARK, N.Y., Oct. 12, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions is pleased to announce that it has achieved a near-perfect score, outperforming its direct...
Ultimus LeverPoint Expands Relationship Management Team with Additional SVP Hires
July 12, 2022 15:00 ET
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Ultimus LeverPoint
CLIFTON PARK, N.Y., July 12, 2022 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions™, a leading tech-driven private fund administrator, is pleased to welcome Lori Shupak, Christina Haas,...