Announcing New Partner Investment for Growth and Innovation

Jun 29, 2021 | Clients, News, Technology

As I reflect on how far we’ve come since our founding, I can’t believe how quickly Univeris has evolved
into a world-class developer of wealth management solutions. I couldn’t be prouder of our expert
team, what we have accomplished, and the close relationships we share with you, our customers. Our
full lifecycle Wealth Management Platform provides services to thousands of advisors and millions of
investors. And our latest focus on microservices and APIs has provided an ever more flexible platform
for dealers to rapidly deploy effective, scalable enterprise solutions.

Today, I am excited to announce that we have partnered with TELEO Capital, who specializes in
accelerating the growth of software companies. With decades of operational and investment
experience in the software and technology space, the TELEO Capital team joins us as an investment
partner so we can strategically grow our business and invest in the future, continuing to deliver the
best customer experience possible.

Our partnership will allow us to:
• Accelerate Product Innovation: Continue to lead in product innovation, opening the platform to
address regulatory changes and new wealth segments
• Expand Our Services Capability: Build up and empower our service group to meet more
services’ needs, crossing implementation, integrated projects, and bespoke solutions
• Adapt to New WealthTech Trends and Opportunities: Increase our solution footprint and
growth by addressing new market trends and segments

What does this mean for you?

For us, it is all about you, our customers. We assure you that it is business as usual for all the current
touch points. You can expect the same level of exceptional service and support as well as the same
level of commitment, now with more service capacity and more product innovation. And know you
will hear from us regularly with communication updates and information on new platform
developments. We understand that our success is dependent upon your success, and we are excited
to provide a Wealth Management Platform that evolves with your needs.

What does this mean for us?

Having the backing of TELEO Capital fortifies our corporate structure as well as gives us a partner who
can accelerate our growth with the team and resources needed by top tier customers. I am excited for
what this next chapter will bring and where we will go from here. As innovators and leaders in our
industry, we value your input and are excited to work closely with you in this next chapter. Rest
assured that we are here to assist you and that our team members will continue as leaders in
customer service and software engineering serving the Retail Wealth Management markets.

Thank you for your support and continued confidence in us. We will always strive to provide you with
the best-in-class, adaptable wealth management software and services you need to make your
business successful.

We look forward to a continued partnership and serving you better. Here’s to the next 25 years
helping our customers grow.

Carmine Tullio

You can contact Univeris for further details.