Founded in 1876, Univest Financial®and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Univest Financial®, including its wholly owned subsidiary Univest Bank and Trust Co., has approximately $8.1 billion in assets and $5.8 billion in assets under management and supervision through its wealth management lines of business as of March 31, 2026. Univest’s purpose and philosophy is to be a strong, influential leader in the markets it chooses to serve by providing comprehensive financial solutions; maintaining an active role in the communities it serves; and building loyal relationships with its customers and employees so that a fair profit will be provided for both the Corporation and its shareholders.
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The Univest annual revenue was $288.3 million in 2026.
Briana Dona is the President - Consumer Services of Univest.
623 people are employed at Univest.
Univest is based in Souderton, Pennsylvania.
The NAICS codes for Univest are [522, 5221, 5242, 52, 524].
The SIC codes for Univest are [61, 614, 62].