Ultimus Fund Solutions
225 Pictoria Drive #450,
Cincinnati, 45246, OH,
United States
Cincinnati, 45246, OH,
United States
1 513-587-3400
Banking and Financial Services
Ultimus Fund Solutions Technographics
Ultimus Fund Solutions Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Ultimus Fund Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 990 Ultimus Fund Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Ultimus Fund Solutions has purchased the following applications: Zoom for Audio Video and Web Conferencing in 2020, WooCommerce for eCommerce in 2019, Hubspot CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Ultimus Fund Solutions is running and its propensity to invest more and deepen its relationship with Zoom Video Communications , Microsoft , Automattic or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Ultimus Fund Solutions revenues, which have grown to $100.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Ultimus Fund Solutions intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Ultimus Fund Solutions Tech Stack and Enterprise Applications
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Ultimus Fund Solutions implemented Zoom as its Audio Video and Web Conferencing solution, embedding Zoom on the corporate website to provide direct browser-based access for external client meetings. The Zoom application is positioned to support virtual meetings, webinars, and client engagement flows exposed from public site pages, reflecting a web-first conferencing posture for client interactions.
Architecturally the implementation leverages cloud-hosted Zoom conferencing capabilities, using in-browser join links, meeting scheduling links, screen sharing, and meeting recording, with sessions initiated from website navigation and public site interfaces. Operational scope centers on client-facing teams such as client services and investor relations, while also supporting internal collaboration for distributed staff, and governance appears to emphasize controlled access and session management through embedded meeting links aligned with Audio Video and Web Conferencing requirements.
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Collaboration | Collaboration |
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2018 | 2018 |
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eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WooCommerce | eCommerce | eCommerce | n/a | 2019 | 2019 |
In 2019, Ultimus Fund Solutions deployed WooCommerce on their public website. The implementation uses the WooCommerce application to enable eCommerce functionality on the corporate site, providing standard storefront capabilities including product catalog management, shopping cart and checkout flows, customer account handling, and order processing. WooCommerce is installed as a WordPress plugin and serves as the primary eCommerce layer within the corporate web infrastructure, delivering client-facing transactional pages and catalog content. The deployment architecture is web-first and integrates eCommerce workflows into the site content management environment.
Configuration scope is concentrated on catalog and checkout workflows, with content management retained in the WordPress environment and eCommerce processes aligned to existing sales and operations activities. Operational ownership is centered on the web and digital teams, with coordination required for payment reconciliation and order processing across finance and operational teams. Governance focuses on catalog update procedures, pricing controls, and checkout validation to maintain operational consistency and compliance with corporate standards.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, Ultimus Fund Solutions implemented HubSpot CRM to centralize customer and prospect interactions in its banking and financial services operations. The HubSpot tracking script is present on ultimusfundsolutions.com, indicating web driven lead capture flows and form submissions feed directly into HubSpot CRM for initial contact enrichment and tracking.
The deployment follows a cloud hosted CRM architecture and is configured with core CRM capabilities typical for the category CRM, including contact and company records, web form lead capture, deal pipeline management, marketing automation workflows, and reporting dashboards. HubSpot CRM is used to manage email engagement sequences and to maintain a single source of truth for prospect and client records across front office functions.
Operational scope emphasizes marketing and sales functions within the United States, with a centralized contact database, lead scoring and routing workflows to qualify inbound interest, and standardized pipeline stages to support sales execution. Governance focuses on CRM data consolidation and process standardization to align prospect engagement and pipeline management across teams.
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2023 | 2023 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2017 | 2017 |
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Portfolio and Investment Management | Investment Management |
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2016 | 2016 |
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Portfolio and Investment Management | Investment Management |
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1999 | 1999 |
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Portfolio and Investment Management | Investment Management |
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2025 | 2025 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Ultimus Fund Solutions
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| No data found | ||||||
Apps Being Evaluated by Ultimus Fund Solutions Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Ultimus Fund Solutions IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Ultimus Fund Solutions digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Ultimus Fund Solutions Technographics
Ultimus Fund Solutions is a Banking and Financial Services organization based in United States,
with around 990 employees and annual revenues of $100.0 million.
Ultimus Fund Solutions operates a diverse technology stack with applications such as
Zoom, WooCommerce and Hubspot CRM,
covering areas like Audio Video and Web Conferencing, eCommerce and CRM.
Ultimus Fund Solutions has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoom Video Communications, Automattic and HubSpot.
Ultimus Fund Solutions recently adopted applications including
FIS Global Portfolio Management in 2025, Freshservice in 2023 and Hubspot Marketing Automation in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Ultimus Fund Solutions’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Ultimus Fund Solutions’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Ultimus Fund Solutions technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.