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Univeris competitors & alternatives
The 12 closest competitors and alternatives to Univeris among fintech companies — ranked by similarity to what Univeris actually does, not by market-cap band.
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About 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.
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 →
Top 12 Univeris competitors
Ranked by semantic similarity — how close each company is to Univeris by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
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.
Similar fintech company
BeyondIRR is a financial services company headquartered in Mumbai, India, that provides a wealth management platform focused on efficiency, reporting, and personalization.
Similar fintech company
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.
Similar fintech company
eMoney Advisor provides scalable financial planning software, client portals, and data aggregation tools for financial advisors and institutions.
Similar fintech company
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
Financial Technology / WealthTech
Envestnet Tamarac provides a comprehensive wealth management technology platform including trading, reporting, billing, and CRM tools for registered investment advisors (RIAs).
Financial Technology & Wealth Management
NDEX Systems provides a wealth management, investment accounting, and financial data platform for family offices, portfolio managers, and accounting firms.
Similar fintech company
CapIntel is a financial technology company with a presence in Toronto, Canada, offering proposal generation tools that integrate data from providers like FactSet. It helps financial professionals streamline their workflows and client presentations.
Similar fintech company
Infovisa, Inc. is a financial services technology firm headquartered in Cornelius, North Carolina. The company provides specialized trust and wealth management software solutions, supporting operations through dedicated subsidiaries like Infovisa Wealth Services.
Similar fintech company
WealthReach, Inc. is a software development company headquartered on Long Island, USA. It provides a growth platform designed to help financial advisors convert latent interest into new client relationships.
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