Insights

Strong Market Position Univeris is a leading provider of retail wealth management solutions in Canada, servicing a sizable client base with its comprehensive platform that integrates back-office operations, product distribution, and compliance. This positions the company as an attractive partner for financial institutions seeking to improve operational efficiency.

Recent Product Launch The launch of Univeris Advisor in March 2023 demonstrates ongoing innovation and product development, presenting opportunities to upsell or cross-sell additional features or modules to existing clients or new prospects interested in advanced wealth management tools.

Strategic Acquisitions The acquisition of TechRules in June 2022 indicates a growth strategy focused on expanding technological capabilities and service offerings, opening prospects for clients seeking integrated wealth management and fintech solutions in global or niche markets.

Growth-Focused Partnership Partnership with TELEO Capital highlights Univeris's commitment to scaling growth through investor support, making it easier to target financial services firms looking for innovative, high-growth technology partners with a proven track record.

Financial Stability With revenue estimates between $25 million and $50 million, Univeris demonstrates solid financial health, providing a stable platform for sales engagement, especially with mid-sized wealth management firms seeking reliable, enterprise-scale technology solutions.

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

Univeris's Email Address Formats

Univeris uses at least 1 format(s):
Univeris Email FormatsExamplePercentage
FLast@univeris.comJDoe@univeris.com
95%
First.Last@univeris.comJohn.Doe@univeris.com
4%
FirLast@univeris.comJohDoe@univeris.com
1%

Frequently Asked Questions

Where is Univeris's headquarters located?

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

What is Univeris's phone number?

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

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

How much revenue does Univeris generate?

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As of February 2026, Univeris's annual revenue is estimated to be $10M.

What is Univeris's SIC code NAICS code?

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

How many employees does Univeris have currently?

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As of February 2026, Univeris has approximately 197 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?

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Univeris operates in the Software Development industry.

What technology does Univeris use?

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

What is Univeris's email format?

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

When was Univeris founded?

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Univeris was founded in 1996.

Univeris

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

Section iconCompany Overview

Headquarters
111 George Street 3rd Floor Toronto, Ontario Canada
Phone number
SIC Code
5012 - Automobiles and Other Motor Vehicles
NAICS Code
5112 - Software Publishers
Founded
1996
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Univeris's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Univeris's revenue is estimated to be in the range of $25M$50M

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