Univest Financial Corporation

About Univest Financial Corporation

Univest Bank and Trust Co. provides financial solutions and services to businesses, offering guidance and support to help them manage growth and achieve their goals. Their focus is on delivering value through direct and effective financial products and partnerships.

Products & Services

Business Checking Accounts:Versatile checking options to manage business finances.

Business Line of Credit:Fixed-rate or variable line of credit to strengthen purchasing power.

Business Term Loans:Commercial loans to fuel business growth.

Treasury Management:Cash flow solutions tailored for businesses.

Business Mortgages:Flexible mortgage options for buying, building, or refinancing business properties.

Business Insurance:Industry-leading claims support, risk management solutions, and consultative services.

Wealth Solutions for Business:Custom financial strategies and high-touch advisory services from Girard, backed by Univest.

Equipment Financing:Financing solutions through the Univest Capital Client Portal.

Specialties

Treasury Management Business Lending Wealth Advisory Insurance Solutions Equipment Financing

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Debt T: - FT: Debt	A: 50000000 MR: - FA: 50.0 million FAN: 50000000	D: 2025-11-06 FD: 2025-11-06	-

Debt Latest

2025-11-06

$50.0M

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

J

Jeffrey M. Schweitzer

Chairman, President and Chief Executive Officer

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