Univest Securities, LLC
Overview
Univest Securities, LLC is a full-service investment bank and securities broker-dealer firm based in New York, offering a comprehensive suite of financial services to institutional and retail clients globally. Founded in 1993, the firm provides services including investment banking, capital markets advisory, sales and trading, and wealth management. It is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC) since 1994. The firm's recent transactions include a $10 million registered direct offering for China SXT Pharmaceuticals, Inc. in January 2026, a $9 million registered direct offering for Next Technology Holding Inc. in September 2025, and a $6.9 million initial public offering for AMBITIONS ENTERPRISE MANAGEMENT CO. L.L.C in October 2025. Univest Securities has successfully raised over $1.7 billion in capital for issuers across the globe since 2019 and has completed approximately 100 transactions spanning a wide array of investment banking services in various industries, including technology, life sciences, industrial, and consumer goods. The firm's investment philosophy focuses on building long-term relationships with clients and providing value-added services tailored to their specific needs. Its team comprises experienced professionals dedicated to delivering innovative and fundamental-driven solutions to clients worldwide. The firm's global exposure and commitment to innovation enable it to navigate capital markets with flexibility and focus, offering clients personalized and disciplined wealth management services. Univest Securities' diverse portfolio includes investments in sectors such as technology, life sciences, industrial, consumer goods, and more, reflecting its broad industry expertise and strategic approach to investment opportunities.
Investment Focus
- Institutional investors
- Accredited investors
- High net worth individuals
- Companies seeking capital raising services
- Companies seeking advisory services
- Companies seeking wealth management services
- Companies seeking sales and trading services
- Companies seeking market making services
- Companies seeking investment banking services
- Companies seeking capital markets advisory services
- Companies seeking creative investment banking services
- Companies seeking value-added services
- Companies seeking long-term relationships
- Companies seeking global exposure
- Companies seeking innovative solutions
- Companies seeking fundamental-driven solutions
- Companies seeking personalized services
- Companies seeking disciplined services
- Companies seeking experienced services
Portfolio Companies
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Unlock full contacts →Frequently asked questions about Univest Securities, LLC
What sectors does Univest Securities, LLC invest in?
Univest Securities, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Real Estate, and is based in New York, New York, United States. Univest Securities, LLC is listed as a other in the ConnectSafely investor database.
What stage does Univest Securities, LLC invest at?
Univest Securities, LLC backs companies at Pre-Seed, Seed, Early Stage, Series A, Series B and Growth, writing cheques of 1M - 10M.
Which regions does Univest Securities, LLC invest in?
Univest Securities, LLC invests across United States, China and United Arab Emirates.
What companies has Univest Securities, LLC invested in?
Univest Securities, LLC's portfolio includes Jiuzi Holdings, Inc., China SXT Pharmaceuticals, Inc., Next Technology Holding Inc., AMBITIONS ENTERPRISE MANAGEMENT CO. L.L.C, Garden Stage Limited, Algorhythm Holdings Inc., Top Wealth Group Holding Limited and Ostin Technology Group Co., Ltd..
How do I contact Univest Securities, LLC?
Univest Securities, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database
