Insights

Growth scale Mid-Atlantic financial services player with sizable assets under management and a broad customer base across individuals, businesses, municipalities, and nonprofits presents cross-selling opportunities across traditional banking, wealth management, and fiduciary services.

Wealth ops Strong wealth management arm with significant AUM suggests potential to upsell advisory, retirement planning, estate services, and family office solutions to high-net-worth segments.

Tech leverage Active tech stack includes analytics and cloud-enabled tools (Power BI, Zipkin, Cloudflare) indicating openness to fintech partnerships, data integration, and modernization projects to enhance efficiency and client experience.

Community focus Commitment to community and local markets creates opportunities for regional financial education programs, nonprofit partnerships, and municipal financing solutions aligned with their stated purpose.

Growth catalysts Historical footprint since 1876 with steady growth and recent market data mentions imply potential for strategic product extensions, such as small business lending, treasury services, or municipal financing capabilities to deepen wallet share.

Univest Tech Stack

Univest uses 8 technology products and services including Twitter Ads, Hotjar, Matomo, and more. Explore Univest's tech stack below.

Media & News

Univest's Email Address Formats

Univest uses at least 1 format(s):
Univest Email FormatsExamplePercentage
LastF@univest.netDoeJ@univest.net
94%
FirstL@univest.netJohnD@univest.net
3%
F.Last@univest.netJ.Doe@univest.net
2%
First.Last@univest.netJohn.Doe@univest.net
1%

Frequently Asked Questions

What is Univest's phone number?

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You can contact Univest's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Univest's stock symbol?

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Univest is a publicly traded company; the company's stock symbol is MVF.

What is Univest's official website and social media links?

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Univest's official website is univest.net and has social profiles on LinkedInCrunchbase.

How much revenue does Univest generate?

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As of July 2026, Univest's annual revenue is estimated to be $250M - $500M.

What is Univest's NAICS code?

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Univest's NAICS code is 52 - Finance and Insurance.

How many employees does Univest have currently?

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As of July 2026, Univest has approximately 1K employees across 5 continents, including North AmericaAsiaEurope. Key team members include Chief Financial Officer: B. R.Chief Information Officer (evp), Chief Technology Officer (evp), E-Commerce Director (vp / Svp): E. M.Chief Compliance & Operations Officer: T. H.. Explore Univest's employee directory with LeadIQ.

What industry does Univest belong to?

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Univest operates in the Financial Services industry.

What technology does Univest use?

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Univest's tech stack includes Twitter AdsHotjarMatomoiCIMSWordPressSalesforceSAP AribaWebex.

What is Univest's email format?

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Univest's email format typically follows the pattern of LastF@univest.net. Find more Univest email formats with LeadIQ.

How much funding has Univest raised to date?

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As of July 2026, Univest has raised $100M in funding. The last funding round occurred on Nov 06, 2025 for $50M.

When was Univest founded?

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Univest was founded in 1876.
Univest logo

Univest

Financial ServicesPennsylvania, United States1001-5000 Employees

Univest is a regional financial services firm based in Souderton, Pennsylvania, serving individuals, businesses, municipalities, and nonprofit organizations across the Mid-Atlantic. Through its wholly owned subsidiary, Univest Bank and Trust Co., it offers a broad range of financial services across its platform. As of March 31, 2026, the company reported approximately $8.1 billion in assets and $5.8 billion in assets under management and supervision through its wealth management lines.

Founded in 1876, Univest has grown into a bank and financial services platform serving a broad client base in the Mid-Atlantic. Its approach centers on delivering a wide range of financial solutions, maintaining an active presence in the communities it serves, and cultivating lasting relationships with customers and employees. It operates within the financial services sector with a diversified set of capabilities spanning traditional banking and wealth management.

Section iconCompany Overview

Phone number
Stock Symbol
MVF
NAICS Code
52 - Finance and Insurance
Founded
1876
Employees
1001-5000

Section iconFunding & Financials

  • $100M

    Univest has raised a total of $100M of funding over 2 rounds. Their latest funding round was raised on Nov 06, 2025 in the amount of $50Mas a post_ipo_debt.

  • $250M - $500M

    Univest's revenue is estimated to be in the range of $250M - $500M

Section iconFunding & Financials

  • $100M

    Univest has raised a total of $100M of funding over 2 rounds. Their latest funding round was raised on Nov 06, 2025 in the amount of $50Mas a post_ipo_debt.

  • $250M - $500M

    Univest's revenue is estimated to be in the range of $250M - $500M

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