The Company

Univeris, headquartered in Toronto, Canada, is a privately held company and is a world leader in enterprise wealth management software.

Univeris has been building and modernizing wealth management software for over 30 years. We are the go-to solution for many financial services firms—including mutual fund dealers, securities dealers, wealth management firms, and insurance companies—seeking to stay competitive in a digital-first world. Today, more than 25,000 financial advisors and 1.5 million investors in 12 countries rely on our platform, representing over $450B in Assets Under Administration.

Technology innovation is one of the cornerstones of Univeris' product development strategy, and through its Evergreen approach to technology, new features and capabilities transparently integrate into the platform.

The Opportunity

Univeris is in the midst of an exciting transformation of our Advisor and Enterprise Wealth Management Pl...