UVEST Financial Services Overview
- Founded
-
1982
- Status
-
Acquired/Merged
- Employees
-
230
- 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
Primary Office
- 200 South College Street
- 21st Floor
- Charlotte, NC 28202
- United States
+1 (704) 000-0000
UVEST Financial Services Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
UVEST Financial Services Executive Team (4)
| Name | Title | Board Seat | Contact Info |
|---|---|---|---|
| James McGuire | Chief Compliance Officer | ||
| Dan Arnold JD | President & Chief Executive Officer |
UVEST Financial Services Signals
Growth Rate
0.80%
Weekly
Growth
Growth
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
5.5k
Similarweb Unique Visitors
15.0K
Majestic Referring Domains
314
