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Ultimus Fund Solutions provides highly customized and comprehensive middle and back office services to investment advisers. Ultimus` high-quality services include solutions for mutual funds, separately managed accounts, private investment funds and other pooled investment structures. Our offering comes with a deep commitment to excellence, achieved through our investments in both talent and technology, with constant focus on maintaining our boutique service culture. As a result, Ultimus has stood out as an award-winning, trusted business partner to investment advisers and fund families since 1999. Ultimus` comprehensive service solutions are performed by seasoned teams of accountants, attorneys, paralegals, application developers and other professionals with a wealth of financial services experience.
Pivot Inc. is one of the leading providers in Financial Services. It is based in Cambridge, MA. To find more information about Pivot Inc., please visit www.pivotinc.com.
EnerBank is a highly specialized bank founded June 1, 2002 and headquartered in Salt Lake City, providing unsecured home improvement lending through strategic business partners and independent home improvement contractors throughout the United States. Strategic partners include manufacturers, distributors, franchisors, and major retailers of home improvement, remodeling, and energy saving products and services. The bank provides private label loan programs for strategic partner organizations (“loan program sponsors”), which in turn make those programs available to their networks of dealers.
National Benefit Svc is a Westlake Village, CA-based company in the Financial Services sector.
Highland Avenue Capital is a private equity firm based in Los Angeles that invests in underperforming, lower middle market businesses. They partner with essential service businesses to help them achieve transformational growth.