Company profile: Univeris
1.1 - Company Overview
Company description
- Provider of enterprise wealth management systems, including modular front office, distribution, and manufacturing platforms. Offers Univeris Advisor for portfolio management and advisor workflows, Univeris Enterprise to streamline investment processes and provide custody solutions, and Univeris APIs to integrate third-party applications, enable data exchange, and enhance platform functionality.
Products and services
- Univeris Advisor: A workflow-integrated portfolio management system for dealers and wealth managers that integrates advisory steps, automates tasks, and delivers analytics and engagement tools
- Univeris APIs: A modular suite of application programming interfaces that enables integration with third-party applications, facilitates data exchange, and enhances platform functionality across enterprise wealth management
- Univeris Enterprise: An enterprise-grade wealth management platform that streamlines investment workflows, automates processes, and offers custody solutions for secure asset management
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Univeris
Wealthtime
HQ: United Kingdom
Website
- Description: Provider of investment portfolio and financial asset consolidation for individuals seeking advice from Independent Financial Advisers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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55ip
HQ: United States
Website
- Description: Provider of tax-smart investment strategy technology for financial advisors, offering ActiveTax Technology for tax-smart transitions, management, and withdrawals; automated portfolio implementation with systematized trading, rebalancing, and tax management; an intuitive advisor platform for real-time selection and automated trading; customizable investment strategies, model portfolios, and active separately managed accounts.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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Acorns
HQ: United States
Website
- Description: Provider of automated micro-investing and robo-advice, rounding up purchases to invest spare change in low-cost, diversified ETF portfolios from asset managers including Vanguard and BlackRock. Offers Acorns Invest; Later (IRA); Early (UTMA/UGMA); Checking with automatic investing; Earn bonus investments on purchases at partner brands; and Custom Portfolios for adding individual stocks and ETFs (for Premium users).
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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BamSEC
HQ: United States
Website
- Description: Provider of SEC filings and earnings transcripts services offering intelligent document search, flexible screening tools, one-click table downloads to Excel and historical tables, collaboration and organization features, plus document comparison, insider transactions and institutional holdings tables, email alerts, and clean PDFs.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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InvestorPlace
HQ: United States
Website
- Description: Provider of independent financial research and recommendations for investors and financial advisors. Offers general InvestorPlace reports, Eric Fry newsletters (Fry’s Investment Report, The Speculator, Leverage), and collaborative portfolios like Power Portfolio 2024 and AI Revolution Portfolio.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full InvestorPlace company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Univeris
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Univeris
2.2 - Growth funds investing in similar companies to Univeris
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4 - Top valuation comps for Univeris
4.2 - Public trading comparable groups for Univeris
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