Insights

Growth Through Partnerships UVEST Financial Services operates in the US with a mid-sized team and a revenue range of 50 to 100 million, presenting a solid foothold for scalable financial services partnerships, technology integrations, and outsourced solutions that support client acquisition and onboarding.

Client Acquisition Momentum Recent news highlights expansion and new client wins for FirstService Residential, indicating a market preference for managed services in luxury residential sectors; UVEST could explore strategic collaborations or white-label credit and advisory services aimed at high-end property management portfolios.

Tech Stack Fit Current technologies include HubSpot Analytics, Kentico, and Smartsheet, suggesting opportunities to offer CRM optimization, marketing automation enhancements, data analytics, and integration services to improve client lifecycle management and reporting for financial advisors.

Leadership and Growth With notable leadership changes and a focus on development and condo/co-op markets, there is potential to target UVEST with solutions for enterprise-level compliance, governance, performance dashboards, and scalable onboarding for new partnerships and advisory teams.

Financial Health Signals Revenue scale and sector activity imply readiness for strategic technology investments and professional services to support growth, including cybersecurity, data integration, and cloud-based collaboration tools that align with expanding client services and regulatory requirements.

UVEST Financial Services Tech Stack

UVEST Financial Services uses 8 technology products and services including AT&T, Microsoft SharePoint, Module Federation, and more. Explore UVEST Financial Services's tech stack below.

  • AT&T
    Communications Technology
  • Microsoft SharePoint
    Content Management System
  • Module Federation
    Development
  • Microsoft Excel
    Editors
  • ManageEngine
    Enterprise Mobility Management
  • BevSpot
    Inventory And Order Management
  • Act-On
    Marketing Automation
  • AppFolio
    Real Estate Property Management

Media & News

UVEST Financial Services's Email Address Formats

UVEST Financial Services uses at least 2 format(s):
UVEST Financial Services Email FormatsExamplePercentage
First.Last@uvest.comJohn.Doe@uvest.com
94%
First@uvest.comJohn@uvest.com
6%
First.Last@fsresidential.comJohn.Doe@fsresidential.com
96%
FLast@fsresidential.comJDoe@fsresidential.com
3%
FirstLast@fsresidential.comJohnDoe@fsresidential.com
1%

Frequently Asked Questions

What is UVEST Financial Services's official website and social media links?

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UVEST Financial Services's official website is fsresidential.com and has social profiles on LinkedIn.

How much revenue does UVEST Financial Services generate?

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As of July 2026, UVEST Financial Services's annual revenue is estimated to be $25M - $50M.

What is UVEST Financial Services's NAICS code?

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UVEST Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does UVEST Financial Services have currently?

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As of July 2026, UVEST Financial Services has approximately 51 employees across 2 continents, including North AmericaAfrica. Key team members include Owner: W. C.General Manager, Technical Operations: B. C.Network Administrator: B. E.. Explore UVEST Financial Services's employee directory with LeadIQ.

What industry does UVEST Financial Services belong to?

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UVEST Financial Services operates in the Financial Services industry.

What technology does UVEST Financial Services use?

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UVEST Financial Services's tech stack includes AT&TMicrosoft SharePointModule FederationMicrosoft ExcelManageEngineBevSpotAct-OnAppFolio.

What is UVEST Financial Services's email format?

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UVEST Financial Services's email format typically follows the pattern of First.Last@uvest.com. Find more UVEST Financial Services email formats with LeadIQ.
UVEST Financial Services logo

UVEST Financial Services

Financial ServicesUnited States51-200 Employees

UVEST Financial Services operates within the financial services industry in the United States, offering professional services related to the management and advising of financial activities. While specific service details are not provided, the company sits among established financial services firms that serve professionals and organizations seeking structured financial guidance and related support. The organization appears to be part of a broader network that includes LinkedIn and other professional platforms, suggesting a focus on recruitment and professional engagement as part of its ecosystem. Based in the United States and employing a workforce described as mid-sized, UVEST Financial Services is positioned to serve clients within a market that includes large, well-known financial services firms, with activity and visibility reflected in industry news and professional networking channels. A recent development indicates collaboration activity in the wider sector, highlighting ongoing relationships and partnerships within the property management and hospitality-focused segments associated with FirstService Residential, though UVEST itself is not described as the beneficiary of those deals.

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $25M - $50M

    UVEST Financial Services's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    UVEST Financial Services's revenue is estimated to be in the range of $25M - $50M

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