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Univest Securities

Univest Securities

Financial ServicesFlag of USManhattan, New York, United States21-50 Employees

Company overview

Headquarters75 Rockefeller Plaza, Suite 18C, New York, NY 10019, US
Phone number+12123431645
Website
NAICS52
SIC621
Keywords
Investment Banking, Research, Wealth Management, Trading, Valuation, Structured Products, Mergers And Acquisitions, Private Capital, Fixed Income, Advisory, Ipos, Private Placements, Debt Capital Markets, Registered Directs, Equity Capital Markets, Spacs, Capital Raises, Secondary Offerings, Convertible Notes, Follow On Offerings
Founded1994
Employees21-50
Socials

Key Contacts at Univest Securities

Flag of US

Hans Xiaodong

Managing Director, Investment Banking

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James Jang

Managing Director

Flag of US

Quinn Qin

Managing Director Of Investment Banking

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Scott Madison

Managing Director, Capital Markets

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George Yu

Head Of Canada Office, Vp Of Sales And Trading

Univest Securities Email Formats

Univest Securities uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@univest.us), used 41.7% of the time.

FormatExamplePercentage
{first name}{last name}
johndoe@univest.us
41.7%
{last name}{last name}
doedoe@univest.us
33.3%
{first initial}{last name}
jdoe@univest.us
25%

About Univest Securities

31 Years in the making. A boutique full-service investment bank. Leveraging Univest’s unique geographic roots in Asia Pacific and North America, and our hybrid position across institutions and retail, we provide a variety of services to small-to-medium size public and private enterprises through our Investment Banking and Corporate Financing Division including mergers & acquisitions capital markets advisory, valuation and fairness of opinion advisory, private placement, initial and secondary public offerings. Unconventional to our many transactional focused peers, our team takes a fundamental value-driven approach. As generalists, we are focused on discovering innovative, exciting, and emerging growth companies to provide them with long-term strategic advisory service and unique global access to capital. Our seasoned banking team is adept in heavy lifting situations and pride themselves on staying ahead of curve. We believe in mutual value generation for enterprises and investors driven by capital, innovation, and sound market execution. Trust and strategic partnerships are the foundation of our equity and debt capital markets strategy. Leveraging our strong, personal relationships with the most long-term institutional buy-side investors, we structure and execute customized financing solutions. Our capital markets team introduces the right partners to address a broad range of capital needs, including buyouts, growth capital, platform formation, and project financing for corporate issuers and financial sponsors. Our family-oriented team combined with our global reach and vast network of institutional partners, protects the interests of and mutually benefits both our issuers and our investors, leading to efficient execution, improved valuation, and successful transactions for our clients. With deep-rooted relationships, we continue to build valuable connections with new clients to optimize their capital structure.

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Univest Securities revenue & valuation

Annual revenue$350,000,000
Revenue per employee$16,667,000
Estimated valuation?$1,120,000,000
Total funding$3,100,000

Employees by Management Level

Total employees: 21-50

Seniority

Employees

C-Suite
Entry
Head

Employees by Department

Univest Securities has 17 employees across 6 departments.

Departments

Number of employees

Funding Data

Explore Univest Securities's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2025-01-1314$3,100,000
2025-05-0711N/A

Funding Insights

$3,100,000

Total funding amount

2

Number of funding rounds

Univest Securities Tech Stack

Discover the technologies and tools that power Univest Securities's digital infrastructure, from frameworks to analytics platforms.

Slick

Slick

JavaScript libraries

lit-element

lit-element

JavaScript libraries

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Microsoft 365

Microsoft 365

Email

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

Tippy.js

Tippy.js

JavaScript libraries

PHP

PHP

Programming languages

Bluehost

Bluehost

Hosting

WordPress

WordPress

Blogs

Zoho

Zoho

CRM

Frequently asked questions

Univest Securities is located in Manhattan, New York, US.
You can reach Univest Securities at +12123431645.
Univest Securities was founded in 1994, making it 32 years old. The company has established itself as a significant player in its industry over this time.
Univest Securities has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.
Univest Securities has raised a total of $3,100,000 across 2 funding rounds. This investment has helped the company grow and expand its operations.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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