Univeris
As of 3 November 2026, Univeris has 10 open roles (3 new in 30 days), its data & ai team is hiring most, and its postings name Confluence, BambooHR and Oracle NetSuite as the tools the team works in.
As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.
- Headquarters
- Downtown Toronto (Berczy Park), Ontario, Canada
- Employees
- 51-200 employees (linkedin)
- Sells to
- mfda and iiroc dealers, wealth managers, insurance professionals
- Certifications on site
- Site languages
- EN
- Career system
- Lever
Univeris in one screen
Read from univeris.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.
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.
Named on the site: mfda and iiroc dealers, wealth managers, insurance professionals, advisory firms, wealth management firms, investment dealers.
Nearest companies by what they do, sell and whom they serve, 51+ employees. 586 scored.
What Univeris says it runs
Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.
• Digital Operations & Collaboration: Maintain seamless asynchronous documentation and task tracking utilizing our operational suite: BambooHR, Confluence, Slack, and Google.• Digital Operations & Collaboration: Maintain seamless asynchronous documentation and task tracking utilizing our operational suite: BambooHR, Confluence, Slack, and Google.• NetSuite Bookkeeping & General Ledger: Execute daily transaction postings, process vendor invoices, and assist with accounts payable (AP) and receivable management (AR) in NetSuite ERP.application of advanced AI tools (Onyx, Google Gemini, Anthropic Claude) to optimize corporate accounting workflows.• AI-Driven Workflow Automation: Utilize enterprise AI tools (Onyx, Google Gemini, Anthropic Claude) to automate receipt data extraction, build complex NetSuite/Excel analytical models, and perform initial variance analyses.• Working knowledge and experience using AI tools, including ChatGPT/Claude/Gemini/Figma Make to create Product Artifactsapplication of advanced AI tools (Onyx, Google Gemini, Anthropic Claude) to optimize corporate accounting workflows.Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.
Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.Technical Systems Aptitude: Hands-on operational experience with modern HR tools—such as BambooHR, Lever (or equivalent ATS), Confluence, Jira, and Google Workspace.Data & Analysis Tools: Strong practical experience with data analysis tools (e.g., Advanced Excel, Power Point) for reconciliations, variance analysis, and financial reporting.• Digital Operations & Collaboration: Maintain seamless asynchronous documentation and task tracking utilizing our operational suite: BambooHR, Confluence, Slack, and Google.Assessment Administration: Coordinate and interpret pre-hire capability and behavioral assessments using tools like Workwolf and TestGorilla.• Working knowledge of SQLVendors whose code loads on univeris.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.
10 open roles, 8 opened in 90 days
Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring data & ai in Canada →
| open · new 30 d | |
|---|---|
| Data & AI | 2 · 0 |
| Finance & accounting | 2 · 2 |
| Product, program & project management | 2 · 0 |
| Software engineering | 2 · 0 |
| Customer service & success | 1 · 0 |
| Human resources | 1 · 1 |
What is changing, read from the postings
Intents are events the employer states about itself, each with the sentence and the posting it came from.
No change signals read in the current postings.
Sales, marketing and IT leaders by function. Add Univeris to a monitor and get a webhook when a role opens, a tool appears or a signal is read.
Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.
Companies like Univeris
Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 586 scored.
From the company's own website
Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.
Univeris (Downtown Toronto (Berczy Park), Canada, 51-200 employees) has 10 open roles, 3 new in 30 days, and names 14 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/univeris.com)
Read from the source, not self-reported
Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →
- ProfileBuilt from univeris.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
- HiringRead hourly from the company's Lever career site; reposts collapse into one record.
- Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
- HeadcountLinkedIn where known, otherwise estimated from the site.
Univeris: questions
Does Univeris use Confluence?
Yes, by the company's own words: 4 postings name it, first seen 2026-09-11, in the finance & accounting team.
Is Univeris hiring?
10 open roles as of 3 November 2026, 3 opened in the last 30 days and 0 closed. The largest team hiring is data & ai.
Where does this profile come from?
From univeris.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Lever) hourly since. Headcount is from LinkedIn.
Who should I write to at Univeris?
The people are behind the login: decision makers by function, verified at the mail server when you open them. 2 public role addresses from the site are there too.
Get this company your way
The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.
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