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 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 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...
As wealth management becomes further defined by technology, it’s also pushing a need for automated portfolio management. With this consideration is mind, we’re excited to announce the launch of Univeris Advisor. Univeris Advisor is a modern portfolio management system...
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...