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New Deal


Announced

Completed

TELEO Capital completed the investment in Univeris.

Synopsis

TELEO Capital, a private equity firm, completed the investment in Univeris, an enterprise software platform servicing the wealth management industry. Financial terms were not disclosed. "Univeris offers the most comprehensive wealth management solution for financial advisors. We are thrilled to work with the Univeris team to accelerate product innovation, expand service capabilities and adapt to new wealth-tech trends and opportunities," Matt Scholl, TELEO Capital Operating Partner.

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