{"source":"Breaknorm","page":"https://breaknorm.co/company/univeris.com","license":"https://breaknorm.co/terms","domain":"univeris.com","name":"Univeris","legal_name":"Univeris","country":"CA","country_second":"US","city":"Downtown Toronto (Berczy Park)","admin1":"Ontario","vertical":"technology_software","subvertical":"b2b_saas_platforms","leaf":"wealth_insurance_advisor_software","summary":"Univeris is a software company that provides portfolio management and wealth management platforms for dealers and advisory firms. Its offerings include Univeris Advisor, an integrated portfolio management system, and Univeris Enterprise, a future-focused investment workflow platform. The solutions target MFDA and IIROC dealers, wealth managers, and insurance professionals.","offerings":["univeris advisor","univeris enterprise","univeris api"],"target_customers":["mfda and iiroc dealers","wealth managers","insurance professionals","advisory firms","wealth management firms","investment 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ChatGPT/Claude/Gemini/Figma Make to create Product Artifacts","title":"Product Owner"},{"slug":"gemini","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-11","function":"product_program_and_project_management","quote":"application of advanced AI tools (Onyx, Google Gemini, Anthropic Claude) to optimize corporate accounting workflows.","title":"Finance Intern (Bookkeeping & Financial Automation)"},{"slug":"jira","status":"active","confidence":"medium","jobs":3,"first_seen":"2026-09-11","function":"","quote":"Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.","title":"Human Resources Generalist"},{"slug":"google-workspace","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-28","function":"","quote":"Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.","title":"Human Resources Generalist"},{"slug":"lever","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-28","function":"","quote":"Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.","title":"Human Resources Generalist"},{"slug":"microsoft-powerpoint","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-30","function":"","quote":"Data & Analysis Tools: Strong practical experience with data analysis tools (e.g., Advanced Excel, Power Point) for reconciliations, variance analysis, and financial reporting.","title":"Finance Business Partner"},{"slug":"slack","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-05","function":"","quote":"• Digital Operations & Collaboration: Maintain seamless asynchronous documentation and task tracking utilizing our operational suite: BambooHR, Confluence, Slack, and Google.","title":"Finance Intern (Bookkeeping & Financial Automation)"},{"slug":"testgorilla","status":"active","confidence":"medium","jobs":1,"first_seen":"2026-10-28","function":"","quote":"Assessment Administration: Coordinate and interpret pre-hire capability and behavioral assessments using tools like Workwolf and TestGorilla.","title":"Human Resources Generalist"},{"slug":"sql","status":"active","confidence":"medium","jobs":4,"first_seen":"2026-09-04","function":"product_program_and_project_management","quote":"• Working knowledge of SQL","title":"Product Owner"}],"intents":[],"recent_postings":[{"id":11973828,"title":"Human Resources 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City","function":"product_program_and_project_management","family":"product_program_and_project_management/product_management","seniority":"entry","posted":"2026-09-11","url":"https://jobs.lever.co/univeris.com/ed2e8da2-faf0-400a-94f5-23c50b18fe25","tech":["sql","claude","figma-make"]},{"id":10888381,"title":"Customer Success Director","city":"Mexico City","function":"customer_service_and_success","family":"customer_service_and_success/customer_success_and_client_servicing","seniority":"director","posted":"2026-09-09","url":"https://jobs.lever.co/univeris.com/22a19902-0607-4766-84c0-d72ade90e878","tech":[]}],"ats":"Lever","similar":[{"domain":"jiffy.ai","name":"JIFFYAI","country":"US","city":"Milpitas","headcount":"51-200","leaf":"wealth_insurance_advisor_software","summary":"JIFFYAI is a software platform for wealth management that provides data aggregation, onboarding, account servicing, and an AI companion for advisors."},{"domain":"advisor360.com","name":"Advisor360°","country":"US","city":"Bellandur","headcount":"501-1000","leaf":"wealth_insurance_advisor_software","summary":"Advisor360° is a service provider that offers an AI-powered advisor workday platform for financial advisors, RIAs, broker-dealers and bank wealth divisions."},{"domain":"infocus.com.au","name":"Infocus Wealth Management Pty Ltd","country":"AU","city":"Melbourne","headcount":"201-500","leaf":"wealth_management_general","summary":"Infocus Wealth Management Pty Ltd is a financial services provider that offers advice, technology and investment solutions for advisers, individuals and enterpr."},{"domain":"vestmark.com","name":"Vestmark","country":"US","city":"Wakefield","headcount":"201-500","leaf":"wealth_insurance_advisor_software","summary":"Vestmark is a technology and software company that provides portfolio management, tax-aware investing, and advisor tools for wealth and asset managers."},{"domain":"invaris.com","name":"INVARIS","country":"AT","city":"Kleinhöflein im Burgenland","headcount":"51-200","leaf":"document_management_automation","summary":"INVARIS is a software company that provides document automation and document processing solutions for businesses, enterprises and public authorities."},{"domain":"enverus.com","name":"Enverus","country":"US","city":"Austin","headcount":"1001-5000","leaf":"energy_utility_software","summary":"Enverus is an AI and data technology company for the energy industry that provides activity analytics, market research, and accounts payable automation for oil ."}],"similar_scored":586,"customers":null,"as_of":"2026-11-03","updated_at":"2026-11-03","hash":"6cec59c30e3c22c1","index_tier":1}