UVSP5500518 analysis
Key facts
Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment includes banking services such as deposit taking, loan origination and servicing, mortgage banking, and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.
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