UVEST Financial Services
1982
FOUNDED
M&A
STATUS
201-300
EMPLOYEES
Buyout/LBO
LATEST DEAL TYPE
1
FINANCING ROUNDS
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.
Primary Office
- 200 South College Street
- 21st Floor
- Charlotte, NC 28202
- United States
+1 (704) 000-0000
UVEST Financial Services Valuation and Funding
| Deal Type | Date | Amount | Post-Val | Valuation/ EBITDA |
Debt | Status |
|---|
This information is reserved for PitchBook Platform users. To explore UVEST Financial Services‘s full profile, request access.
Request full access to PitchBook