Univeris

🎓 The future of financial education isn’t theoretical—it’s practical. At Univeris, we’re proud to partner with UPV (Polytechnic University of Valencia) to bring real data and real decisions into the classroom. Students are no longer just learning about financial markets—they’re engaging with them. This is how we develop future-ready professionals.  👉 Read the full story #FinancialEducation #FutureOfFinance #Univeris #WealthManagementSoftware #PortfolioManagement #RoboAdvisors. #WealthTechSolutions #FinancialAdvisors Universitat Politècnica de València (UPV)

Missed Josh Nezon's demo? Visit our booth for a personalized demo! Can't make it? Schedule a demo or learn more on our website: [Link in comments] Lou Longhi #GWTSUS25

Univeris is at The Global WealthTech Summit in NYC, engaging with leaders shaping the future of wealth management. 🏙️ We're showcasing our scalable, integrated solutions, designed to empower financial institutions and deliver exceptional client experiences. We're particularly focused on how our technology drives seamless integration and personalized client journeys. Stop by our booth and chat with our CRO, Lou Longhi. Plus, catch Josh Nezon's demo at 11 AM! #WealthTech #FinTech #Univeris #GlobalWealthTechSummit #NYC #ClientExperience #WealthTechBooth

💡 Navigating the evolving landscape of wealth management requires staying ahead of the curve. Join Univeris at the Global Wealthtech Summit in NYC on March 18th, at booth #1, where we'll be showcasing our latest advancements in integrated wealth management solutions. We're excited to connect with industry leaders and share insights on how our platform empowers advisors to deliver exceptional client experiences and drive growth. #Wealthtech #FinancialServices #WealthManagement #GlobalWealthtechSummit #NYC #Innovation #Advisory

💼 Exciting opportunity for an Application Architect in Toronto! Univeris, a leader in global wealthtech, is seeking a talented individual to drive technical design and delivery of innovative solutions. You'll lead by example, shaping our architecture and mentoring our engineering team. If you're passionate about cloud-native microservices, Java, and building high-performance systems, we want to hear from you! Hybrid work environment in downtown Toronto. Learn more and apply: https://lnkd.in/eNaAwQtf #ApplicationArchitect #Hiring #TorontoJobs #WealthManagement #Java #Microservices #CloudNative #HybridWork #TechJobs

The wealth management landscape is in constant motion. Staying ahead requires more than just adaptation—it demands innovation. Join Univeris at the Global WealthTech Summit in NYC on March 18th. Want to see our platform in action? Meet our Chief Revenue Officer, Lou Longhi, and Solutions Engineer, Josh Nezon, on-site. They'll be ready to provide personalized demos and answer your questions. Let's discuss how we can help you navigate the future of wealthtech. #Wealthtech #WealthManagement #DigitalTransformation #GWTSUS25 #PortfolioAdvisor

🚀 Univeris Strengthens Leadership with Urbino Luna's Promotion to Senior Vice President of Operations and Head of Finance 🚀 We are pleased to announce the promotion of Urbino Luna, EMBA Ivey to Senior Vice President of Operations and Head of Finance. Urbino's strategic leadership has significantly enhanced operational efficiency and financial stability, notably through key initiatives that have optimized workflows and expanded global capabilities. Urbino's focus on delivering tangible results and his commitment to innovation align seamlessly with Univeris's core values. We congratulate Urbino on this well-deserved promotion and look forward to his continued leadership in driving our strategic growth and profitability. #Univeris #Leadership #FinancialExcellence #OperationalEfficiency #StrategicGrowth #Innovation #WealthTech

🎉 Univeris Wins Big at @WealthBriefing WealthTech Americas 2025! 🎉 We're thrilled to announce we've been awarded the most “INNOVATIVE CLIENT SOLUTION (Latin America)” and the best “OVERALL WEALTHTECH PROVIDER (Mexico)”. Judges praised our innovative, user-centric front-office solutions, highlighting their AI-driven efficiency, client/advisor portals, and advanced alerts, and emphasized their potential to shape the future of wealth management. Our API-driven platform is empowering wealth management firms with data-driven insights and enhanced engagement. These accolades are a testament to our team's dedication to pushing the boundaries of WealthTech and delivering unparalleled value to our clients. We are grateful for this recognition and remain committed to driving innovation in the Wealth Management industry. Learn more about our award-winning solutions. www.univeris.com #WealthTech #Innovation #Univeris #FinancialTechnology #WealthManagement #Banking #Transformation

We're thrilled to welcome Felicia T. to our team!   With over 20 years of experience in crafting and managing data-driven, customer-centric marketing strategies, Felicia brings a wealth of expertise in financial SaaS global go to market (GTM) initiatives. Her passion for solving complex challenges and driving measurable results will be invaluable. Felicia, Welcome aboard to the Global Sales and Marketing and Univeris team! 

We are excited to announce that Alex Sánchez Abello has joined the Univeris Sales and Marketing Team! With over 25 years in international sales, Alex will lead our expansion in Latin America, bringing exceptional expertise from his work with top financial institutions. Welcome, Alex!