Company profile

Univeris Tech Stack

Wealth management platform for Canadian advisors and dealer back offices

Software Development Toronto, Ontario 51–200 employees Founded 1996 Privately Held

Univeris builds a Toronto-based wealth management system spanning back office, compliance, and advisor front office tools. Its stack mixes legacy-era Java/JSF, C# and SQL Server with Angular, Vue, PostgreSQL and Terraform, matching active work to break a monolithic book-of-record into a distributed cloud ecosystem. Accelerating, senior-weighted engineering and product hiring, plus generative AI agent prototyping, points to a platform rebuild.

Tech Stack 28 technologies

Core StackAnsible Terraform GitLab CI/CD SQL Server C# Python Java JUnit Confluence Jira JavaScript Spring Angular NetSuite Figma Storybook Vue PostgreSQL ManageEngine TestNG Mockito Bamboo JSF Gemini BIRT

What Univeris Is BuildingChallenges and projects from their job posts

◆Challenges

Modernizing legacy monolithic wealth management software
Expanding product features into new markets
Poor data documentation
Managing complex product requirements
Increasing upsell opportunities
Improving client experience

▲Active Projects

Migrating book-of-record system to distributed cloud
Transforming advisor and enterprise wealth platforms
Generative AI platform and agents for wealth management
Building data governance framework
Service-based development projects

Hiring Activity

Accelerating10 roles · 10 in 30d

Department

Engineering

Product

Data

Research

Sales

Support

Seniority

Senior

Mid

Director

Intern

Notable leadership hires: Tech Lead

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About Univeris

Univeris, founded in 1996 and headquartered in Toronto, Ontario, provides enterprise software for retail wealth firms in Canada. Its platform covers products such as mutual funds, segregated funds, GICs, cash, and individual life and health insurance. The system combines back office operations, product distribution, sales compliance, and a practice management tool for advisors. The privately held company has 51–200 employees and hires in Canada and Mexico.

HeadquartersToronto, Ontario

Company Size51–200 employees

Founded1996

Hiring MarketsCanada, Mexico

Frequently Asked Questions

What tech stack does Univeris use?

Univeris uses Java, Spring, JSF, C#, Python, SQL Server, PostgreSQL, Angular and Vue, with Terraform, Ansible, GitLab CI/CD and Bamboo for delivery, plus Jira, Confluence, NetSuite and Figma.

What is Univeris working on?

Univeris is migrating its monolithic book-of-record system to a distributed cloud ecosystem, transforming advisor and enterprise platforms, building a data governance framework, and prototyping generative AI agents.

Where is Univeris hiring?

Univeris hires in Canada and Mexico, with hiring accelerating and focused mainly on senior engineering and product roles, including a Tech Lead position.

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How this profile is built

Univeris's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →

This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.