UNIVERIS

Over 20 years of WealthTech Innovations, over 1.3 million investors rely on Univeris.

Who We Are

Univeris is a world-class technology platform design company. It unifies the data integrity of a reliable book of records with an ecosystem of expert applications. Its evergreen approach to technology guarantees that software is always relevant to its users.

Univeris created an industry leading solution for exempt market dealer. The solution focuses on providing a compliant set of workflows (e.g KYC, KYP, KYR) and a set of features to help dealing representative grow the business.

Univeris is a PCMA Capital Partner. The PCMA (Private Capital Markets of Canada) is a not-for-profit organization striving to represent the interests of exempt market dealers, issuers and industry professionals to securities regulators, government, industry associations, the capital markets and the public.

Univeris, headquartered in Toronto, Canada, is a privately held company and is the leader in enterprise wealth management for the Canadian market. Founded in 1991 by Carmine Tullio, president and chief executive officer, Univeris continues to deliver expert systems to drive efficiency and effectiveness in retail wealth management distribution.