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Ultimus Fund Distributors Forms Strategic Partnership with Johnson Investment Counsel

Oct 31, 2024•over 1 year ago

Contract Type

partnership

Cincinnati

Description

Ultimus Fund Distributors has announced an expanded strategic partnership with Johnson Investment Counsel, aiming to utilize advanced distribution services to support growth, improve efficiencies, and increase accessibility to their funds. This partnership represents a pivotal step for Johnson Investment Counsel and its efforts to benefit from a dedicated outsourced distribution solution.

Company Information

Company

Johnson Investment Counsel

Location

Cincinnati, Ohio, United States

About

Johnson Investment Counsel is one of the largest independent advisory firms in the United States, managing over $20 billion in assets for clients in all 50 states.

Predictive Intelligence
Strategic

ML-powered predictions for Johnson Investment Counsel's next move

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Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.