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Univeris
Univeris is a software development company headquartered in Toronto, Ontario, providing wealth management solutions. Its flagship portfolio management system, Univeris Advisor, is designed to help investors, advisors, and dealers run their businesses at optimum efficiency and low cost.
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Univeris at a glance
Univeris is a fintech company headquartered in Canada. Xcout tracks 9 named people at Univeris, including Rob Young (Chief Financial Officer). Xcout recorded 1 job posting from Univeris in the last 90 days.
Univeris leadership
- Rob YoungChief Financial Officer
- Graeme ShiomiChief Technology Officer
- Lou LonghiChief Revenue Officer
- Ayal AmirChief Services Officer
- Carmine TullioPresident and Chief Executive Officer
- Urbino LunaSenior Vice President, Corporate Operations and Head of Finance
3 more named people on record for Univeris, with roles, board committees and tenure — see the full roster →
Hiring at Univeris
Xcout recorded 1 job posting from Univeris in the last 90 days, from a hiring record Xcout has kept since August 2026.
The weekly hiring trend, the roles and locations behind it — see Univeris's hiring signals →
Univeris competitors
A few of Univeris's closest competitors — see the full list of competitors and alternatives →
OneVest is a Canadian fintech that provides a modular wealth-management technology platform for financial institutions and wealth-management firms. Its software supports functions such as client onboarding, portfolio management, financial planning, and advisor workflows.
PureFacts Financial Solutions Inc. is a global wealth management technology company headquartered in Toronto, Canada. The firm provides specialized software and solutions for the financial services sector.
d1g1t Inc. is a wealth management technology company that offers an institutional-grade enterprise platform to help advisors. Headquartered in Toronto, Canada, the firm was founded and is led by industry leaders.
BeyondIRR is a financial services company headquartered in Mumbai, India, that provides a wealth management platform focused on efficiency, reporting, and personalization.
Polaris Portfolios, LLC is a nationwide digital wealth management firm and Registered Investment Advisor. The company specializes in partnering with community banks and credit unions to offer wealth management solutions.
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More on Univeris in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access