UVEST Financial Services Overview

  • Founded
  • 1982

  • Status
  • Acquired/​Merged

  • Employees
  • 230

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

UVEST Financial Services General Information


Provider of third-party investment and insurance services to community and regional banks. The company offers quality investment and insurance programs to financial institutions. UVEST is a registered broker dealer and is an NASD/SIPC member firm. It delivers customized solutions to over 300 financial institutions in more than 40 states. It provides program management, product expertise, advanced technology, and superior services for each client.

Contact Information

Ownership Status
Financing Status
Formerly PE-Backed
Primary Industry
Specialized Finance
Other Industries
Other Insurance
Primary Office
  • 200 South College Street
  • 21st Floor
  • Charlotte, NC 28202
  • United States
+1 (704) 000-0000

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UVEST Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
Post-Val Status Debt

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UVEST Financial Services Executive Team (4)

Name Title Board Seat Contact Info
James McGuire Chief Compliance Officer
Dan Arnold JD President & Chief Executive Officer
You’re viewing 2 of 4 executive team members. Get the full list »

UVEST Financial Services Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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