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...
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...