portfolio

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