Latest News and Press Releases

CLIFTON PARK, N.Y., Sept. 11, 2024 (GLOBE NEWSWIRE) -- Ultimus LeverPoint Private Fund Solutions (Ultimus), a leading independent provider of comprehensive fund administration, accounting, and...

Ultimus LeverPoint announces its latest partnership with WCM Investment Management, LLC an independent asset management firm with approximately $90B in AUA

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 LeverPoint announces the expansion their web-based utility, uCONNECT to its private fund clients; providing direct access to fund data and reports.

KANSAS CITY, Mo., Aug. 29, 2023 (GLOBE NEWSWIRE) -- H&R Block (NYSE: HRB) recently recognized 24 tax office associates and franchise employees at its 19th annual Henry Bloch Excellence in Client...

SAN FRANCISCO, March 03, 2023 (GLOBE NEWSWIRE) -- BPM LLP, one of the 40 largest public accounting and advisory firms in the country, has grown its nationwide presence through its addition of the...

SAN FRANCISCO, Jan. 23, 2023 (GLOBE NEWSWIRE) -- BPM LLP, one of the 40 largest public accounting and advisory firms in the country, announces the addition of Tiffany Huey as Senior Manager to the...

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...

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...

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...