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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

Website http://www.univeris.com/
Revenue $45 million
Employees 187 (97 on RocketReach)
Founded 1996
Address 111 George Street, 3rd Floor, Toronto, Ontario M5A 2N4, CA
Phone +1 416-979-3700
Fax (416) 979-3178
Technologies
Industry Software Development, Software Development & Design, Manufacturing, Wealth Management Software, Software, Wealth Management, Back Office Operations, Financial Services, Front Office Practice Management, Retail Sales Compliance, Insurance software, Financial Management Software, Exempt Market Dealer Software
Web Rank 590634
Web Visits 59640
Keywords Portfolio Management System, Wealth Management Software, Wealthtech Solutions, Wealth Management Platform, Investment Management Solutions, Investment Technology Platform, Client Portfolio Management, Financial Technology, Financial Planning Software, Financial Advisor Software, Advisor Technology, Financial Services Technology, Technology For Advisors, Digital Wealth Management, Brokerage Technology, Automated Investing Platform, Crm For Financial Advisors
Competitors BlackRock, Fidelity Investments, Morningstar, Schwab Advisor Services, TD Ameritrade, E*TRADE Bank c/o E*TRADE Financial, LLC, RBC Wealth Management, BMO, Canaccord Genuity Wealth Management (UK, Channel Islands and Isle of Man), Mackenzie Investments +45 more (view full list)
SIC SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 5415 Companies, NAICS Code 54 Companies, NAICS Code 541 Companies, NAICS Code 541511 Companies, NAICS Code 54151 Companies

Univeris Questions

The Univeris annual revenue was $45 million in 2026.

Carmine Tullio is the President and CEO of Univeris.

97 people are employed at Univeris.

Univeris is based in Toronto, Ontario.

The NAICS codes for Univeris are [5415, 54, 541, 541511, 54151].

The SIC codes for Univeris are [73, 737].

Top Univeris Employees

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