COMPANY PROFILE

Univest

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Solving the problems of community based investments globally

Gurugram, IndiaFounded 2022Fintech

Valuation $0–100M Latest valuation · 2024

Revenue $1–10M Latest reported FY

Headcount 100–500 Current team size

Total funding $10–50M Disclosed equity funding

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About Univest

Univest is an Indian fintech company that operates an AI-powered platform for stock market investments, targeting retail investors. The platform aims to simplify the investment process and enhance returns by providing users with data-driven insights.

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Key features include free portfolio analysis, investment recommendations, and real-time tracking of stock market data. Univest also offers pre-market analysis, financial news aggregation, and tools to monitor company results and investor holdings. The business model likely revolves around a freemium structure, offering basic services for free while charging for premium features or earning commissions on trades facilitated through the platform. Additionally, the company provides fixed-return income products, diversifying its offerings beyond equity investments.

Source: Dealroom company data

At a glance

Status: Operational
Founded: 2022
Headquarters: Gurugram, India
Employees: 179
Open positions: 10
Dealroom signal: 89.1/100
Industry: Fintech
Sub-industry: Wealth Management
Sector: Fintech
Technology: Mobile app
Business model: SaaS
Client focus: b2c
Links: Website LinkedIn

Latest news

Press, funding announcements and product moves mentioning Univest.

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Funding history

5 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES AOther financing	Dec 2024	$10M	$40M	Bertelsmann India Investment	↗
SEEDOther financing	Mar 2023	$1.5M	$6M	Reliance Industries · Raheja Developers · Tata AIA Life Insurance Company · Envision Learning	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023		—

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Growth signals

Univest website traffic

Latest recorded traffic for Univest is 380K monthly website visits, up 65.2% over the last three months. Univest's team grew 29.7% over the past year.

Latest monthly visits380K 3-month web change+65.2% 1-year team growth+29.7%

Monthly website visitsNov 2022–Jul 2026

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Open positions

Openings linked to this company in Dealroom

Head - Back Office Operations (Stock Broking Only)Gurugram, Haryana, India · Sales · Aug 15, 2026 Sales Associate - Mutual Funds (female preferred)Gurugram, Haryana, India · Sales · Aug 1, 2026 Video Editor - MarketingGurugram, Haryana, India · Marketing & Communication · Jul 11, 2026 Operations Head - Stock BrokingGurugram, Haryana, India · Accounting · Jul 11, 2026 Head - SalesGurgaon, Gurugram, Haryana, India · Sales · Jan 9, 2026

5 distinct openings shownExplore hiring signals →

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