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Univeris Logo
Univeris Growth Score
49
CB Rank
469934
Heat Score
39
Univeris provides enterprise wealth management systems, modular front office, distribution, and manufacturing platforms.
Founded
obfuscation
PrivatePrivate Equity Toronto, Ontario, Canada51-100 www.univeris.com/
Manufacturing
Software
Wealth Management
Overview

Univeris
Growth Score
49
Heat Score
39

Growth Score49
-19 pts
in past quarter
Heat Score 39
-18 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
See more interactive data and historical milestones on desktop for the best experience

About Univeris

CB Rank
469934
Univeris provides enterprise wealth management systems, modular front office, distribution, and manufacturing platforms.
Founded
obfuscation
PrivatePrivate Equity Toronto, Ontario, Canada51-100 www.univeris.com/
Manufacturing
Software
Wealth Management

Funding Rounds

Private Equity
OBF
in
obfuscation

Key People

Details

Legal Name Univeris Corporation
Operating Status Active
Company Type For Profit
Founders  Carmine Tullio
About the Company
Univeris provides enterprise wealth management systems, modular front office, distribution, and manufacturing platforms.
Phone Number 14169793700
Contact Email success@univeris.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Univeris Advisor
An integrated portfolio management platform for dealers and wealth managers to automate workflows from client onboarding to portfolio risk analytics and reporting.
Univeris Enterprise
A wealth management platform that integrates front-, mid-, and back-office investment workflows with automation, compliance, and custody solutions.

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Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity
obfuscation
Private Equity Round - Univeris Logo
Private Equity Round - Univeris
1
obfuscation
TELEO CapitalPrivate Equity

Investors

Investments

Number of Acquisitions 1

Investment Breakdown

Number of Acquisitions 1
Market Intelligence
People
View Profiles & Contacts
Headcount 51-100 Employee Profiles 2 Board Members and Advisors 1 Contacts 81

Employee Profiles

Board Members and Advisors

News

News and Press

News•Jun 18, 2025
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 11, 2019
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jul 20, 2018
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Apr 19, 2018
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

7,213
17.94%
 in past month

IT Spend

$3.5MThis year, Univeris is projected to spend $3.5M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Business Insider Logo
Business Insider
84
The Wall Street Journal Logo
The Wall Street Journal
72
Columbus, Ohio Logo
Columbus, Ohio
72

Actively Used Products

28Univeris uses 28 technology products and services including HTML5, Wistia, and  Adobe Flash, according to G2 Stack.

Active Website Tech Count

66Univeris is actively using 66 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  SSL by Default.

Total IP

7Univeris has 1 registered patent in the 'Computing; Calculating' category, according to IPqwery. Additionally, Univeris has registered 6 trademarks with the most popular class being 'Scientific and electric apparatus and instruments', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Univeris's headquarters? Univeris is located in Toronto, Ontario, Canada.Who invested in Univeris? Univeris is funded by TELEO Capital.When was the last funding round for Univeris? Univeris closed its last funding round on
obfuscation
from a Private Equity round.Who are Univeris's competitors? Alternatives and possible competitors to Univeris may include Envestnet, SS&C Technologies, and  FIS.
Who We Are
What We Do
Helpful Links
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