UVEST Financial Services Overview

  • Founded
  • 1982
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 230
Employees
  • Latest Deal Type
  • Buyout/​LBO
  • Financing Rounds
  • 1

UVEST Financial Services General Information

Description

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

Website
www.uvest.com
Ownership Status
Acquired/Merged
Financing Status
Formerly PE-Backed
Primary Industry
Specialized Finance
Other Industries
Other Insurance
Acquirer
LPL Financial
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/
EBITDA		 Post-Val Status Debt

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UVEST Financial Services Executive Team (5)

Name Title Board Seat Contact Info
James McGuire Chief Compliance Officer
Andy Barksdale Senior Vice President
Michael Vines Senior Vice President
Denise Abood SVP, Finance, Compliance, Technology, Human Resources, & Mortgage Services
Dan Arnold JD President & Chief Executive Officer
To view UVEST Financial Services’s complete executive team members history, request access »

UVEST Financial Services Signals

Growth Rate

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

Size Multiple

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

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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