Insights

Market Leadership Univeris holds a dominant position in Canada's retail wealth management industry, offering a comprehensive enterprise platform that supports mutual funds, insurance, GICs, and cash, making it a critical partner for financial firms seeking integrated solutions.

Strategic Growth Recent expansion efforts include the acquisition of TechRules and the launch of Univeris Advisor, indicating a focus on broadening product capabilities and enhancing advisory services to attract larger clients and improve client retention.

Technology Integration Utilizing advanced tech stacks like Spring Boot and Vue.js, Univeris demonstrates a commitment to innovative, scalable solutions, presenting opportunities to upsell modernization or cloud integration services to existing clients.

Partner Network Partnerships with TELEO Capital and PEAK Financial Group suggest a strategy of collaborating with key financial and technology players, which can facilitate introductions to new prospects and expand market reach.

Financial Potential With a revenue range of 25 to 50 million dollars and a focused suite of wealth management solutions, Univeris offers a sizable opportunity for selling complementary financial technology, consulting, or customization services aimed at mid-market financial institutions.

Similar companies to Univeris

Univeris Tech Stack

Univeris uses 8 technology products and services including Spring Boot, Atlassian Jira Service Desk, Vue.js, and more. Explore Univeris's tech stack below.

Spring Boot
Frameworks And Libraries
Atlassian Jira Service Desk
IT Service Management
Vue.js
Javascript Frameworks
HubSpot
Marketing Automation
WP Engine
Platform As A Service
OWASP
Security
JUnit
Testing And Qa
LiteSpeed
Web Servers

Media & News

Univeris's Email Address Formats

Univeris uses at least 1 format(s):

Univeris Email Formats	Example	Percentage
FLast@univeris.com	JDoe@univeris.com	95%
First.Last@univeris.com	John.Doe@univeris.com	4%
FirLast@univeris.com	JohDoe@univeris.com	1%

Frequently Asked Questions

Where is Univeris's headquarters located?

Univeris's main headquarters is located at 111 George Street, 3rd Floor. The company has employees across 4 continents, including North AmericaEuropeSouth America.

What is Univeris's phone number?

You can contact Univeris's main corporate office by phone at

+1-416-979-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Univeris's official website and social media links?

Univeris's official website is univeris.com and has social profiles on LinkedIn Crunchbase.

How much revenue does Univeris generate?

As of December 2025, Univeris's annual revenue is estimated to be $10M.

What is Univeris's SIC code NAICS code?

Univeris's SIC code is 5012 - Automobiles and Other Motor Vehicles NAICS code is 5112 - Software Publishers.

How many employees does Univeris have currently?

As of December 2025, Univeris has approximately 196 employees across 4 continents, including North AmericaEuropeSouth America. Key team members include Chief Revenue Officer (cro): L. L.Chief Technology Officer: G. S.Chief Services Officer (cso): A. A.. Explore Univeris's employee directory with LeadIQ.

What industry does Univeris belong to?

Univeris operates in the Software Development industry.

What technology does Univeris use?

Univeris's tech stack includes Spring BootAtlassian Jira Service DeskVue.jsHubSpotWP EngineOWASPJUnitLiteSpeed.

What is Univeris's email format?

Univeris's email format typically follows the pattern of FLast@univeris.com. Find more Univeris email formats with LeadIQ.

When was Univeris founded?

Univeris was founded in 1996.

Univeris

Q: What is Univeris's official website and social media links?

Univeris's official website is univeris.com. Univeris has social profiles on LinkedIn.

Q: How many employees does Univeris have currently?

Univeris has approximately 196 employees.

Q: What technology does Univeris use?

Univeris's tech stack includes Open Graph, HashiCorp, Asana, Gravity Forms, Yoast SEO.

Software DevelopmentOntario, Canada51-200 Employees

Univeris is the leader in enterprise-class retail wealth management solutions for Canada's financial services industry. At Univeris, our focus is to build the best technology to help our clients grow their business and to provide superior competitive advantage. 

The Univeris platform, which supports mutual funds, segregated funds, GICs, cash and individual life and health insurance, is the leading retail wealth management solution for wealth firms across Canada. Univeris is the definitive, enterprise-level and single system for wealth management through its integrated management of back office operations, retail product distribution and compliance requirements, and a front office practice management system for advisors.

Connect with us : 
Twitter: @UniverisCorp
Instagram: @Univeris