About Univeris
Univeris is the leader in enterprise-class wealth management solutions.
- Industry
- Software Development
- Company size
- 51-200 employees
- Headquarters
- Toronto, Ontario
- Founded
- 1996
- Company type
- Privately Held
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
Specialties
- Wealth Management Software
- Back Office Operations
- Front Office Practice Management
- Retail Sales Compliance
- Financial Management Software
- Exempt Market Dealer Software
- FinTech
- WealthTech
- RegTech
- Investor Engagement
- SaaS
- and APIs
Company locations
111 George Street, 3rd Floor, Toronto, Ontario M5A 2N4, CA
Locations on the company profile may be outside this area. Not every location is hiring.
Business areas
- Manufacturing
- Software
- Wealth Management
- Investment & Asset Management
- Finance
On LinkedIn
- Followers
- 12,701
- People linked to this company
- 187
People who list this company on LinkedIn, not a verified employee count. Figures reflect the saved company profile.
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Employer category
Other employer
Estimated from the company profile. This category has not been confirmed by the employer.