Univest Financial Corporation
Overview
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.
Investment Focus
- 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
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Univest Financial Corporation
What sectors does Univest Financial Corporation invest in?
Univest Financial Corporation invests in Financial Services, Technology, Healthcare, Energy, Real Estate and Telecommunications, and is based in Pennsylvania, United States. Univest Financial Corporation is listed as a institutional investor in the ConnectSafely investor database.
What stage does Univest Financial Corporation invest at?
Univest Financial Corporation backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 1M - 50M.
Which regions does Univest Financial Corporation invest in?
Univest Financial Corporation invests across United States.
What companies has Univest Financial Corporation invested in?
Univest Financial Corporation's portfolio includes Univest Bank and Trust Co., Univest Insurance, Univest Capital, Univest Wealth Management, Univest Real Estate, Univest Equipment Finance, Univest Trust Company and Univest Mortgage.
Last updated · Source: ConnectSafely investor database
