Univest Tech Stack

Regional bank with $8B in assets serving mid-market and wealth clients

Financial Services Souderton, PA 501–1,000 employees Founded 1876 Public Company

Univest is a 148-year-old public bank operating across retail, commercial, and wealth management in the Mid-Atlantic, managing $8.0 billion in assets and $5.2 billion under management as of Q1 2025. The tech stack is weighted heavily toward Microsoft (Office, Azure, 365) and banking-specific tools (nCino, Encompass), with emerging analytics (Power BI, Tableau) and cloud infrastructure (AWS). Active hiring is concentrated in finance and sales roles with a junior-heavy cohort, while security and data roles remain minimal—typical of a regional institution in the early stages of digital and risk modernization.

Tech Stack 21 technologies

Core StackAWS Power BI Tableau Python Salesforce iPad Microsoft Office Excel Word Azure Microsoft 365 Teams Outlook OneNote PowerPoint SharePoint nCino Encompass SQL Argo CD LexisNexis

What Univest Is Building

◆Challenges

Managing loan delinquencies
Portfolio audit preparation
Compressed deadlines
Compliance with laws and regulations
Branch profitability
Remediating vulnerabilities
Risk assessments for cloud acquisitions
Driving growth
Product commercialization
Improving audit efficiency

▲Active Projects

Real-time security event monitoring
Incident response process
Cloud acquisition risk assessment
Process redesign initiative
Workflow analysis and reengineering
Payment portfolio metrics reporting

Hiring Activity

Accelerating65 roles · 30 in 30d

Department

Finance

Sales

Ops

Audit

Data

Product

Security

Support

Seniority

Junior

Mid

Senior

Manager

Intern

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About Univest

Univest Financial Corporation, headquartered in Souderton, PA, is a publicly traded bank subsidiary serving individuals, businesses, municipalities, and nonprofits across the Mid-Atlantic region. The organization provides banking, insurance, investments, trust, wealth management, and mortgage solutions. Current strategic focus areas include real-time security event monitoring, incident response, cloud acquisition risk assessment, and loan portfolio optimization. Pain points center on loan delinquency management, branch profitability, compliance, and audit efficiency—challenges typical of mid-sized regional banks navigating regulatory tightening and operational scale.

HeadquartersSouderton, PA

Company Size501–1,000 employees

Founded1876

Hiring MarketsUnited States

Frequently Asked Questions

What is Univest Financial's asset base?

Univest Financial holds approximately $8.0 billion in assets and $5.2 billion in assets under management and supervision as of March 31, 2025.

What tech stack does Univest use?

Core platform: nCino and Encompass for lending; Microsoft ecosystem (Azure, 365, Teams, Office); Salesforce for CRM; Power BI and Tableau for analytics; SQL and Python for data; AWS for cloud infrastructure.