Univeris Tech Stack

Enterprise wealth management platform for Canadian financial advisors

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

Univeris operates a monolithic wealth-management system built on C#, SQL Server, and Java—architecture that reflects its 28-year history serving Canadian wealth firms. The company is actively transitioning toward SaaS delivery and generative AI capabilities (portfolio management, AI agents), while navigating a product-market fit challenge and modernization debt. Hiring velocity is accelerating with product-heavy demand (5 roles), signaling a shift from maintenance-mode engineering toward product-driven innovation.

Tech Stack 25 technologies

Core StackAnsible Terraform GitLab CI/CD SQL Server C# Python Java JUnit Confluence Jira JavaScript Spring Angular ManageEngine Windows Git PowerShell SQL SOAP TestNG Mockito Bamboo XML HTML JSF

What Univeris Is Building

◆Challenges

Saas transformation
Improving product-market fit
Operational and regulatory excellence
Cross-functional collaboration
Improving client experience
Modernizing wealth management software
Compliance with canadian employment legislation
Scaling hr operations for high-growth tech
Meeting delivery commitments
Improving team productivity

▲Active Projects

Generative ai for portfolio management
Saas transformation
Wealth management domain product strategy
Product vision for tower
Market research and competitor analysis
Product lifecycle management
Tower (front office)
Prototype development for ai agents
Design and rollout of people programs focused on engagement, career development, and organizational effectiveness
Track, analyze, and report on core hr metrics

Hiring Activity

Accelerating15 roles · 7 in 30d

Department

Product

Engineering

Data

Innovation

Ops

Support

Seniority

Senior

Mid

Intern

Lead

Notable leadership hires: Tech Lead

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About Univeris

Univeris builds enterprise wealth-management software for wealth advisors, dealers, and financial institutions across Canada. The platform integrates back-office operations (mutual funds, segregated funds, GICs, insurance products), retail compliance, and front-office practice management into a single system. Founded in 1996 and headquartered in Toronto, the company serves as the dominant system for wealth firms across Canada. Active priorities include SaaS transformation, generative AI integration for portfolio analysis, and modernization of the core platform (codenamed 'Tower' for front-office capabilities).

HeadquartersToronto, Ontario

Company Size51–200 employees

Founded1996

Hiring MarketsSpain, Canada

Frequently Asked Questions

What tech stack does Univeris use?

Univeris runs C#, SQL Server, Java, Spring, Angular, and Python as core layers, with Terraform and Ansible for infrastructure, GitLab CI/CD for deployment, and Jira/Confluence for collaboration. Stack reflects enterprise .NET and Java heritage.

What is Univeris working on?

Key projects include SaaS transformation, generative AI for portfolio management, Tower (front-office product vision), AI agent prototyping, and product-market fit refinement. Also scaling HR operations and improving team delivery.