UVEST Financial Services Overview

  • Year Founded
  • 1982

Year Founded

  • 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
Corporate 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
Dan Arnold JD President & Chief Executive Officer
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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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UVEST Financial Services FAQs

  • When was UVEST Financial Services founded?

    UVEST Financial Services was founded in 1982.

  • Who is the CEO of UVEST Financial Services?

    Dan Arnold JD is the CEO of UVEST Financial Services.

  • Where is UVEST Financial Services headquartered?

    UVEST Financial Services is headquartered in Charlotte, NC.

  • What is the size of UVEST Financial Services?

    UVEST Financial Services has 230 total employees.

  • What industry is UVEST Financial Services in?

    UVEST Financial Services’s primary industry is Specialized Finance.

  • Is UVEST Financial Services a private or public company?

    UVEST Financial Services is a Private company.

  • What is the current valuation of UVEST Financial Services?

    The current valuation of UVEST Financial Services is 000.00.

  • What is UVEST Financial Services’s current revenue?

    The current revenue for UVEST Financial Services is 000000.

  • When was UVEST Financial Services acquired?

    UVEST Financial Services was acquired on 02-Jan-2007.

  • Who acquired UVEST Financial Services?

    UVEST Financial Services was acquired by LPL Financial Holdings.

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