About Univeris
Univeris is a company based in Toronto (Canada) founded in 1991 by Carmine Tullio. Univeris offers products and services including Univeris Advisor, Univeris Enterprise, and Univeris APIs. Univeris operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Toronto, Canada
- Founders Carmine Tullio
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website univeris.com
- Social LinkedIn X Facebook
- Investors
Products & Services of Univeris
Univeris offers a comprehensive portfolio of products and services, including Univeris Advisor, Univeris Enterprise, and Univeris APIs.
Platform for efficient client onboarding and risk analytics.
Solution for automated workflows and compliance processes.
Tools for secure real-time data exchange and system connectivity.
Funding Insights of Univeris
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Univeris with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2021 | – | Private Equity Round | – | TELEO Capital | – |
1 investors in total: 1 institutional.
Investors in Univeris
Univeris has secured backing from 1 investor, including venture fund investors. Prominent investors backing the company include TELEO Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
TELEO Capital is engaged in private equity investments. | – | teleocapital.com | Boise, United States |
Investor details for Univeris
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Univeris
20 people are tracked at Univeris (9 in leadership, 11 in team).
| Name | Role | Group |
|---|---|---|
Carmine Tullio | Founder & CEO | Leadership |
Saheem Siddiqi | Director, Enterprise Architecture | Leadership |
Graeme Shiomi | Chief Technology Officer | Leadership |
Brian Cahill | Director, Customer Success | Leadership |
Ken Bruger | Director Of Customer Success | Leadership |
Garland Tam, MBA | Director, Professional Services (interim) | Leadership |
Sorin Selagea-Popov | Director, SaaS Operations and Information Security | Leadership |
Lou Longhi | Chief Revenue Officer (cro) | Leadership |
Monica Cidade | National Sales Director | Leadership |
Jim Wolsey | Business Systems Specialist | Team |
Ayal Amir | SVP Global Services & Customer Success | Team |
Robert Wagner | Business Analyst | Team |
Osbert Tan | Senior Customer Support Analyst | Team |
Shaun Scott | Senior Customer Support Analyst | Team |
Urbino Luna, EMBA Ivey | Senior Vicepresident Global Operations | Team |
Prerna Ahuja | Service Delivery Manager | Team |
Josh Nezon | Sales Engineer | Team |
Cosmin Selagea-Popov | Senior Application Security Engineer | Team |
Peter Chu | Product Support Analyst | Team |
Dixit Hihoriya | SRE/DevOps Engineer | Team |
Complete people profiles for Univeris
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Univeris
2 dated milestones of Univeris across 30 years, from founding to its latest funding, stage changes and deals.
- Founded Univeris is founded.
- Funding First funding round.
Competitors of Univeris
Univeris operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| investcloud.com | 2010 | West Hollywood, United States | $78.73M | 373 | Investment management software is provided for advisors and institutions. | |
| seic.com | 1968 | Oaks, United States | – | 5,061 | Wealth and investment management solutions are offered to institutional investors. | |
| avaloq.com | 1985 | Zurich, Switzerland | $301.11M | – | Cloud-based solutions for financial institutions are provided by Avaloq. | |
| 360.one | 2008 | Mumbai, India | – | 65 | Asset and wealth management software is provided for businesses. | |
| onevest.com | 2021 | Calgary, Canada | $38.75M | 90 | No-code platform for wealth management is provided by OneVest. | |
| broadridge.com | 2007 | New York, United States | – | 14,600 | Cloud-based accounting and financial management solutions are offered to businesses. | |
| envestnet.com | 1999 | Berwyn, United States | – | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. | |
| milessoft.com | 1999 | Mumbai, India | $8.54M | 210 | Back-office solutions are offered to wealth managers and financial institutions. |
Detailed competitors of Univeris
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Univeris
The website of Univeris (univeris.com) receives about 40.8K visits a month and ranks #759,757 among all websites worldwide, #7,304 in Investing.
- Monthly visits40.8K
▼ 3.8% vs previous month
- Unique visitors9K
per month
- Global rank#759,757
among all websites
- Category rank#7,304
Finance · Investing
- Bounce rate64%
- Pages per visit2.9
- Average visit21 sec
- DevicesDesktop 23% · Mobile 78%
Websites whose visitors overlap most with Univeris. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| advent.com | 100% | 130.8K | #236,747 | View details | |
banking-business-review.com | banking-business-review.com | 92% | – | – | – |
| software4advisors.com | 84% | – | – | View details | |
| crd.com | 79% | 26.3K | #1,003,468 | View details | |
| ssctech.com | 77% | 92.8K | #419,314 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 11 similar websites and full traffic analytics for Univeris
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 11 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Latest news on Univeris
Complete news archive for Univeris
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to Univeris
10 companies that operate in the same segment as Univeris (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about Univeris
Univeris was founded in 1991 and raised its 1st funding round 30 years after it was founded.
Univeris is headquartered in Toronto, Canada. It is registered at Toronto, Ontario, Canada.
Carmine Tullio is the current CEO of Univeris. They have also founded this company.
Univeris was established in 1991 in Toronto, Canada, focusing on the financial services sector. A comprehensive platform is provided for wealth management, supporting mutual funds, segregated funds, GICs, cash balances, and individual life and health insurance. Automated investment services are enabled through a Robo Advisor, alongside front, mid, and back office functionalities. An algorithm API library and investment insights are also included in the offerings.
Univeris offers Univeris Advisor, Univeris Enterprise, and Univeris APIs.
Univeris has 1 investor. Key investors include TELEO Capital.