Earlier this month, the Univeris Team took in some fresh mountain air at the Gaylord Rockies for BNY INSITE 2026. INSITE is an awesome annual conference bringing together wealth management executives, RIA founders, wealthtech...
Univeris Blog Archive
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Univeris Selected for WealthTech100…Again!
Univeris is proud to announce that it has been selected for Fintech Global’s WealthTech100 for the second consecutive year. The WealthTech100 is an annual list of the world's most innovative WealthTech companies, chosen by a panel of industry experts and analysts....
Designed Wealth Management Partners with Univeris to Power Next-Generation Advisor Platform
Designed Wealth Management Partners with Univeris to Power Next-Generation Advisor Platform Toronto, Ontario – 15 October 2025 – Univeris, a leading global provider of innovative wealth management platform solutions, and Canada based Designed Wealth...
The Evolving Wealth Management Landscape: How digital-First expectations are redefining the industry
The Evolving Wealth Management Landscape: How digital-First expectations are redefining the industry The wealth management landscape looks nothing like it did a decade ago. Private banking used to be reserved for the ultra-wealthy, with marble-floored offices and...
The Evergreen Vision: Inside Univeris’ WealthTech Revolution
Over the last 30 years, Univeris has set out to tame the sprawling chaos of wealth management with a bold vision—marrying cutting-edge technology to a user-first philosophy that’s since redefined the industry. This rigidity frustrated Tullio, who saw an opportunity...
Univeris Announces the Strategic Acquisition of TechRules, a Global Digital Financial Solutions Provider
A New Cache of WealthTech Solutions is Coming Your Way We are pleased and proud to announce that we have acquired TechRules, a Madrid-based wealthtech firm specializing in financial advisory applications. With a 20-year track record, TechRules is a leader in financial...