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Univeris Tech Stack

Enterprise wealth management platform for Canadian financial services

Software Development Toronto, Ontario 51–200 employees Founded 1996 Privately Held
univeris.com LinkedIn

Univeris operates a mature, integrated wealth management platform built on Java and SQL Server, serving Canada's financial institutions since 1996. The tech stack—NetSuite for finance, Spring for application architecture, Terraform and Ansible for infrastructure—reflects a traditional enterprise software footprint rather than a cloud-native rebuild. Active projects around M&A due diligence and a generative AI agent for portfolio management suggest the company is evaluating where automation can enhance advisory workflows, while simultaneous work on finance transformation and feature expansion to new markets signals operational scaling beyond their Canadian core.

Tech Stack 24 technologies

Core StackNetSuite Java JUnit Confluence Jira JavaScript Spring SQL Server Figma Storybook Ansible Terraform GitLab CI/CD C# Python Angular SOAP TestNG Mockito Bamboo XML JSF ManageEngine PowerShell

What Univeris Is Building

◆Challenges

  • M&a due diligence
  • Expanding features to new markets
  • Process improvement in finance operations
  • Finance transformation

▲Active Projects

  • System improvements
  • M&a due diligence
  • Ai generative agent for portfolio management
  • Advisor and enterprise wealth management platform transformation
  • Modern finance function

Hiring Activity

Accelerating6 roles · 2 in 30d

Department

Engineering
2
Finance
2
Data
1
Product
1

Seniority

Mid
2
Senior
2
Intern
1
Lead
1

Notable leadership hires: Tech Lead

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About Univeris

Univeris builds a unified wealth management platform serving Canadian retail wealth firms, banks, and financial advisors. The system consolidates back-office operations (trade settlement, fund administration), front-office practice management (advisor workflows), and compliance across mutual funds, segregated funds, GICs, cash products, and insurance. Founded in 1996 and headquartered in Toronto, the company remains privately held with 51–200 employees. Current hiring focuses on engineering, finance operations, and product roles across Canada and Spain, indicating geographic expansion ambitions.

HeadquartersToronto, Ontario
Company Size51–200 employees
Founded1996
Hiring MarketsCanada, Spain

Frequently Asked Questions

What tech stack does Univeris use?

Java, SQL Server, Spring, Angular, NetSuite, Terraform, Ansible, and Jira. The stack reflects enterprise architecture patterns: SOAP for integrations, JSF for UI, JUnit/TestNG for testing.

What is Univeris working on?

System improvements, M&A due diligence integration, a generative AI agent for portfolio management, wealth management platform modernization, and finance function transformation.

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.