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Univest Tech Stack

Investment advisory platform for retail investors in India

Financial Services Gurugram, Haryana 201–500 employees Founded 2022 Privately Held

Univest is a retail investment advisory platform built on Java/Spring Boot with a polyglot data stack (MySQL, PostgreSQL, MongoDB, Kafka) and a React/Next.js/Flutter frontend. The engineering-led hiring mix, combined with active work on sales automation and lifecycle journeys, suggests a shift from manual advisor workflows toward operational scale. Core friction points—operational errors, audit closure delays, turnaround time—point to a company solving for process maturity as it grows.

Tech Stack 32 technologies

Core StackJava AWS Node.js React Next.js Flutter MySQL PostgreSQL MongoDB Kotlin Kafka RabbitMQ Adobe Photoshop Adobe Illustrator Figma Canva Python Firebase Spring Boot Excel GCP Azure Git Meta Google WhatsApp Google Sheets Dart Riverpod CleverTap+2 more

What Univest Is Building

◆Challenges

Reducing operational errors
Ensuring timely audit closure
Reducing turnaround time
Minimizing operational risks
High-traffic real-time systems
Scaling sales operations
Customer trust
Improving turnaround time
Operational risk reduction
Improving product intelligence

▲Active Projects

Scalable sales strategies across offline channels
Sales automation frameworks
Advisor tools improvement
Digitization and workflow automation initiatives
Process standardization and automation
Automated lifecycle journeys
Push notification optimization
A/b testing of crm campaigns

Hiring Activity

Accelerating15 roles · 8 in 30d

Department

Engineering

5

Marketing

4

Ops

3

Data

2

Sales

1

Seniority

Senior

4

Intern

3

Lead

3

Mid

3

Junior

1

Manager

1

Notable leadership hires: Tech Lead

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About Univest

Univest provides retail investors with tools to evaluate holdings, discover investment opportunities, and receive personalized investment guidance. The platform targets individual investors in India and operates through a mix of digital channels and offline advisor relationships. The company is actively scaling sales operations and automating advisor workflows while contending with operational risk and audit-closure delays typical of regulated fintech businesses. Engineering, marketing, and operations are the primary hiring focus.

HeadquartersGurugram, Haryana

Company Size201–500 employees

Founded2022

Hiring MarketsIndia

Frequently Asked Questions

What tech stack does Univest use?

Java, Spring Boot, Node.js, React, Next.js, Flutter on AWS, GCP, and Azure. Data layer includes MySQL, PostgreSQL, MongoDB, and Kafka. CleverTap handles lifecycle and push notification logic.