Insights

Growth Opportunities Target mid-size financial services firms with revenue in the $25M-$50M range for elevated administrative and client experience capabilities, leveraging UVEST Financial Services’ mid-market footprint to position enhanced CRM, compliance, and onboarding solutions.

Tech Stack Fit Leverage UVEST’s use of Salesforce, Microsoft 365, HubSpot Analytics, and data/privacy tools (Usercentrics, Osano) to propose integrated martech and regtech solutions that streamline data governance, marketing automation, and client onboarding.

Compliance & Privacy Offer privacy and consent management enhancements aligned with their tech stack to reduce risk in client data handling, with cross-sell potential to other mid-market financial services firms using similar tools.

Expansion Readiness Position scalable operations and cloud-based collaboration enhancements to support geographic growth and new office expansions, aligning services with FirstService Residential style partnerships and multi-region deployment needs.

Strategic Partnerships Explore alliance opportunities with CRM, legal, and insurance integration vendors to support a broader ecosystem for financial services clients, leveraging UVEST’s established network to accelerate mutual value in growth markets.

Similar companies to UVEST Financial Services

UVEST Financial Services Tech Stack

UVEST Financial Services uses 8 technology products and services including HubSpot Analytics, Canva, Usercentrics, and more. Explore UVEST Financial Services's tech stack below.

Media & News

UVEST Financial Services's Email Address Formats

UVEST Financial Services uses at least 5 email formats:
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?

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

How much revenue does UVEST Financial Services generate?

Minus sign iconPlus sign icon
As of August 2026, UVEST Financial Services's annual revenue is estimated to be $25M - $50M.

What is UVEST Financial Services's NAICS code?

Minus sign iconPlus sign icon
UVEST Financial Services's NAICS code is 52 - Finance and Insurance.

How many employees does UVEST Financial Services have currently?

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

What industry does UVEST Financial Services belong to?

Minus sign iconPlus sign icon
UVEST Financial Services operates in the Financial Services industry.

What technology does UVEST Financial Services use?

Minus sign iconPlus sign icon
UVEST Financial Services's tech stack includes HubSpot Analytics, Canva, Usercentrics, Osano, Salesforce, Microsoft 365, UKG and Cisco.

What is UVEST Financial Services's email format?

Minus sign iconPlus sign icon
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

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.