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Univeris

SUMMARY

Univeris delivers an advanced software platform that enables financial institutions, including many top banks, to offer personalized investment services.

HIGHLIGHTS

This innovative technology encompasses a full suite of operations control and enables customers to provide automated, value-add services to advisors and investors, while maintaining an industry leading level of security and compliance.

PROJECT INFO

  • ACQUIRED FROM: PRIVATE SELLER
  • TRANSACTION TYPE: GROWTH EQUITY INVESTMENT
  • INVESTMENT DATE: JUNE 2021
  • INDUSTRY: SOFTWARE
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