Univest Financial Corporation
Investment Details
Investor Type
Institutional Investor
Asset Class Focus
Fixed Income (Debt and Bonds), Hedge Funds, Private Equity, Real Estate, Venture Capital
Stage Focus
Growth, Late Stage, Pre-IPO, Buyout, Turnaround, Distressed
Geographical Focus
United States
Industries Focus
- Financial Services
- Technology
- Healthcare
- Energy
- Real Estate
- Telecommunications
- Utilities
- Media
- Banking
- Insurance
- Retail
- Investment Management
- Education
- Transportation
- Manufacturing
Investment Size:
1,000,000 to 50,000,000 USD
Investor Details Founded: 1973
Univest Financial Corporation, headquartered in Souderton, Pennsylvania, is a diversified financial services company providing a comprehensive range of banking, investment, and insurance solutions. As of March 31, 2025, the corporation reported approximately $8.0 billion in assets and $5.2 billion in assets under management and supervision through its wealth management lines of business. Univest's services include commercial and retail banking, wealth management, and insurance, catering to individuals, businesses, and municipalities across the United States. The corporation is committed to delivering personalized financial solutions and maintaining an active role in the communities it serves, reflecting its purpose to be a strong, influential leader in the markets it chooses to serve by providing comprehensive financial solutions and building loyal relationships with its customers and employees. This approach has enabled Univest to establish a solid reputation in the financial services sector, offering a wide array of products and services designed to meet the diverse needs of its clientele. The corporation's dedication to integrity, accountability, and transparency underscores its mission to develop lasting wealth-building relationships with partners and shareholders, emphasizing a strong emphasis on ethical standards and community involvement.
Requirements
- Focus on growth, late stage, pre-IPO, buyout, turnaround, and distressed investment stages
- Geographical focus on the United States
- Interest in industries such as financial services, banking, insurance, investment management, real estate, healthcare, education, retail, manufacturing, technology, energy, utilities, transportation, telecommunications, and media
Contact
[Official Website Hidden]
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Portfolio Companies
- Univest Bank and Trust Co.
- Univest Insurance
- Univest Capital
- Univest Wealth Management
- Univest Real Estate
- Univest Equipment Finance
- Univest Trust Company
- Univest Mortgage
- Univest Financial Services
- Univest Securities
- Univest Asset Management
- Univest Capital Markets
- Univest Private Equity
- Univest Community Foundation
- Univest Bank
- Univest Financial Corporation
- Univest Insurance Services
- Univest Wealth Advisors
- Univest Real Estate Investment Trust
- Univest Equipment Leasing
Mentioned In
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$9.95
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$14.95
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$24.95
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