CreditRiskMonitor is a financial risk analysis and news service for credit, supply chain and financial professionals.  Our strength in coverage spans 58,000 global public companies, totaling about $70 trillion in corporate revenue.  We also offer solutions that can help ease private company financial risk assessment.  Leading corporations around the world – including more than 35% of the Fortune 1000, plus thousands more worldwide – rely on us to help them stay ahead of financial risk quickly, accurately and cost-effectively. 

A partial report preview for Univest Financial Corp is shown below.  Where indicated by "Yes," CreditRiskMonitor contains this information in its extensive database.  To get access to the full report and learn more about CreditRiskMonitor's robust financial risk analysis and timely news service, request a personalized demo and free trial today.

If you are already a subscriber and want to access the full report, click here.

Univest Financial Corp
14 NORTH MAIN STREET,
PO Box 197
Phone: (215) 721-2400p:215 721-2400 SOUDERTON, PA  18964  United States Ticker: UVSPUVSP

Business Summary
Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Bank is a state-chartered bank and trust company. The Company has three segments: Banking, Wealth Management and Insurance. Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include a full range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. Wealth Management segment offers investment advisory, financial planning, trust and brokerage services. The segment serves a diverse client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.

Scores and Ratings
FRISK®
Score
Z''
Score
PAYCE®
Score
DBT
Index
Moody's
Rating
Fitch
Rating
DBRS
Rating
Yes--Yes---

Financials, News and Filings
Latest
Statement
Last
Audit

News
SEC
Filings
Bankruptcy
Filings
Suit &
Judgment
Filings
Tax
Lien
Filings
9/30/202412/31/2023YesYes--Yes

Officers and Directors

Title

Name

Age
Title
Date
Start
Date
Chairman of the Board, President, Chief Executive Officer Jeffrey M.Schweitzer 50 1/1/2024 10/1/2007
Chief Financial Officer, Senior Executive Vice President of Corporation and Bank Brian J.Richardson 41 7/1/2019 1/1/2018
Chief Operating Officer, Senior Executive Vice President of the Corporation, President and Director Michael S.Keim 56 1/26/2022 1/1/2013
7 additional Officers and Directors records available in full report.

Subsidiaries
Business Name Address City State/Province Country
Fox Chase Bancorp, Inc. 4390 Davisville Rd Hatboro PA United States
FOX CHASE BANK 4390 DAVISVILLE ROAD HATBORO PA US
Paul I Sheaffer Agency, Inc. 3541 Old Philadelphia Pike Intercourse PA United States
VALLEY GREEN BANK 7226 Germantown Ave Philadelphia PA United States
Univest Bank and Trust Co. 10 WEST BROAD STREET SOUDERTON PA United States

Business Names
Business Name
104 S. Oakland Ave., LLC
Davisville Associates, LLC
Fox Chase Bancorp, Inc.
16 additional Business Names available in full report.

General Information
Number of Employees: 979 (As of 12/31/2023)
Outstanding Shares: 29,042,929 (As of 10/28/2024)
Shareholders: 2,362
Stock Exchange: NASD
Federal Tax Id: 231886144
Email Address: koehlerd@univest.net


Copyright © 2024 CreditRiskMonitor.com (Ticker: CRMZ). All rights reserved.     
By using this website, you accept the Terms of Use Agreement.
Wednesday, November 20, 2024