Univest Securities

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

375 Park Ave Fl 1502, New York, New York...

Phone Number

(212) 343-8888

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
2
1
2
2

About Univest Securities

Univest Securities is a boutique full-service investment bank that has been operating since 1993, providing a comprehensive range of services including investment banking, capital markets advisory, sales and trading, and wealth management. The firm focuses on delivering innovative, fundamental-driven solutions with a global perspective, fostering trust and strategic partnerships with its clients. Its clientele includes both corporate and individual clients across the globe, benefiting from personalized and disciplined wealth management services. Univest Securities is recognized for its high level of value-added service and has been involved in numerous significant transactions in the investment banking sector.Explore more
Popular SearchesUnivest Securities LLCUnivest SecuritiesUnivest Securities IncSIC Code 62,621NAICS Code 52,523Show more

Univest Securities Org Chart

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SF
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Chief Financial Officer

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BR
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Chief Operating Officer & Co-Head of Investme...

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SM
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Managing Director, Capital Markets

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QQ
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Managing Director, Investment Banking

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HG
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Managing Director, Investment Banking

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JZ
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Vice President, Investment Banking

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HC
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Division Vice President, Investment Banking

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Univest Securities

<$5M
11-50
Private
-
1994
SF
Scarlett FanChief Financial Officer
$6.3M
11-50
Private
<$5M
2005
$5.3M
11-50
Private
<$5M
2001
BG
Brian GaffneyChief Operating Officer & Partner
$5.2M
11-50
Private
-
1983
AA
Amy AhnProgram Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1995
KS
Katie SaxonChief Operating Officer & Chief Human Resources Officer
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Univest Securities is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Univest Securities is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Univest Securities.

Univest Securities Tech Stack

A closer look at the technologies used by Univest Securities

Univest Securities News & Media

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Frequently Asked Questions Regarding Univest Securities

What is Univest Securities's official website?
Univest Securities's official website is www.univest.us
What is Univest Securities's Revenue?
Univest Securities's revenue is <$5 Million
What is Univest Securities's SIC code?
Univest Securities's SIC: 62,621
What is Univest Securities's NAICS code?
Univest Securities's NAICS: 52,523
How many employees does Univest Securities have?
Univest Securities has 11-50 employees
What industry does Univest Securities belong to?
Univest Securities is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Univest Securities competition?
Univest Securities top competitors include: Stonehaven, Korea Finance Society, ETP Forum, 303 Capital Markets
What technology does Univest Securities use?
Some of the popular technologies that Univest Securities uses are: Microsoft 365, Google Workspace, BlueHost, Microsoft Exchange Online
Who is the CFO of Univest Securities?
Univest Securities's CFO is Scarlett Fan
How do I contact Univest Securities?
Univest Securities contact info: Phone number: (212) 343-8888 Website: www.univest.us
What does Univest Securities do?

Univest Securities is a boutique full-service investment bank that has been operating since 1993, providing a comprehensive range of services including investment banking, capital markets advisory, sales and trading, and wealth management. The firm focuses on delivering innovative, fundamental-driven solutions with a global perspective, fostering t... rust and strategic partnerships with its clients. Its clientele includes both corporate and individual clients across the globe, benefiting from personalized and disciplined wealth management services. Univest Securities is recognized for its high level of value-added service and has been involved in numerous significant transactions in the investment banking sector.Read More

Is Univest Securities a public company?
Univest Securities is private company therefore does not currently have an official ticker symbol
See more information about Univest Securities

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