Univest Financial Corp - Company Profile

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Univest Financial Corp: Overview

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Univest Financial Corp (UFC) is a financial holding company that offers retail and commercial banking, insurance coverage, and wealth management solutions through its primary subsidiary, Univest Bank and Trust Company, and its other subsidiaries. Its portfolio of banking products comprises a wide range of deposit services and accounts, such as checking, certificate of deposits, savings, money market, and individual retirement accounts; card products such as credit and debit cards; loans for personal needs, student, farming, mortgage, home equity, business financing, equipment, real estate, leasing, and specialty lending, among others; remittance; merchant services; cash management; and digital banking, The company offers investment management, retirement and legacy planning, trust services, financial advisory, treasury management, and insurance solutions. It has operational presence in New Jersey, Maryland, and Pennsylvania. UFC is headquartered in Souderton, Pennsylvania, the US.

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Headquarters United States of America

Address 14 North Main Street, Po Box 197, Souderton, Pennsylvania, 18964


Telephone 1 215 7212400

No of Employees 960

Industry Financial Services

Ticker Symbol & Exchange UVSP (NASD)

Revenue (2024) $518.3M 3.6% (2024 vs 2023)

EPS XYZ

Net Income (2024) XYZ 19.5% (2024 vs 2023)

Market Cap* $1.2B

Net Profit Margin (2024) XYZ 15.4% (2024 vs 2023)

* As of and is in US$
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Univest Financial Corp premium industry data and analytics

1

ICT Spend & Tech Priorities

IT Client Prospector provides intelligence on Univest Financial Corp’s likely spend across technology areas enabling you to understand the digital strategy.

Products and Services

Products Services
Accounts: Online Banking
Checking Mobile Banking
Individual Retirement Accounts Cash Management
XYZ XYZ
XYZ XYZ
XYZ XYZ
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Competitor Comparison

Key Parameters Univest Financial Corp Beacon Financial Corp First Commonwealth Financial Corp German American Bancorp, Inc. Peapack-Gladstone Financial Corporation
Headquarters United States of America United States of America United States of America United States of America United States of America
City Souderton Boston Indiana Jasper Bedminster
State/Province Pennsylvania Massachusetts Pennsylvania Indiana New Jersey
No. of Employees 960 1,972 1,592 984 682
Entity Type Public Public Public Public Public
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Executives
Name Position Board Since Age
Jeffrey M. Schweitzer Chairman; Chief Executive Officer; President Executive Board 2024 51
Brian J. Richardson Chief Financial Officer; Senior Executive Vice President Senior Management 2019 42
Michael S. Keim Senior Executive Vice President; Chief Operating Officer Senior Management 2015 57
Sachin Gupta Chief Marketing Officer Senior Management 2026 -
Megan D. Santana Chief Risk Officer; Senior Executive Vice President; General Counsel Senior Management 2018 49
Non Dignissim Eros Proin vel Convallis 2026 XY
Non Dignissim Eros Proin vel Convallis 2026 XY
Non Dignissim Eros Proin vel Convallis 2026 XY
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