Investment Advisory Commission & Fee Income was Univest Financial’s largest product and service line in fiscal 2025, bringing in $45.60M of $102.56M (44%).
| Product and Service | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2024 | FY 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Investment Advisory Commission & Fee Income | $39.50M | $42.42M | $45.60M | ||||||
| Other Service Fee Income | $47.56M | $28.83M | $21.27M | ||||||
| Trust Fee Income | — | $16.98M | $17.71M | ||||||
| Service Charges On Deposit Accounts | $12.35M | $16.16M | $17.98M | ||||||
| Total | $99.41M | $104.39M | $102.56M |
Univest Financial brought in $102.56M from its four product and service lines in fiscal 2025, the year ended December 31, 2025. That was down 1.8% from $104.39M in fiscal 2024. Investment Advisory Commission & Fee Income was the largest at $45.60M (44.5%), ahead of Other Service Fee Income at $21.27M (20.7%) and Service Charges On Deposit Accounts at $17.98M (17.5%). The remaining line, Trust Fee Income, brought in $17.71M.
Compared with fiscal 2024, Service Charges On Deposit Accounts grew fastest, up 11.2% to $17.98M, while Other Service Fee Income fell the most, down 26.2% to $21.27M.
Wealth Management was Univest Financial’s largest segment in fiscal 2025, bringing in $45.60M of $66.95M (68%).
| Segment | FY 2016 | FY 2017 | FY 2018 | FY 2019 | FY 2020 | FY 2021 | FY 2022 | FY 2024 | FY 2025 |
|---|---|---|---|---|---|---|---|---|---|
| Wealth Management | $39.50M | $42.42M | $45.60M | ||||||
| Banking | $22.71M | $28.83M | $21.27M | ||||||
| Insurance | $1.73M | $244.00K | $82.00K | ||||||
| Other Segments | — | — | — | ||||||
| Total | $63.94M | $71.49M | $66.95M |
Univest Financial brought in $66.95M from its three segments in fiscal 2025, the year ended December 31, 2025. That is less than the $102.56M it reports by product and service, so these segments do not cover all of its revenue. Wealth Management was the largest at $45.60M (68.1%), ahead of Banking at $21.27M (31.8%) and Insurance at $82.00K (0.1%).
Compared with fiscal 2024, Wealth Management grew 7.5% to $45.60M, while Banking fell 26.2% to $21.27M.
Univest Financial (UVSP) reports its revenue by product and service and by segment. In fiscal 2025, Investment Advisory Commission & Fee Income was its largest product and service line, bringing in $45.60M (44.5% of the total), followed by Other Service Fee Income at $21.27M (20.7%).
Investment Advisory Commission & Fee Income was Univest Financial's largest product and service line in fiscal 2025, bringing in $45.60M, or 44.5% of the $102.56M total across its four product and service lines.
Wealth Management was Univest Financial's largest segment in fiscal 2025, bringing in $45.60M, or 68.1% of the $66.95M total across its three segments.
Among Univest Financial's product and service lines that make up at least 2% of revenue, Service Charges On Deposit Accounts grew fastest in fiscal 2025, up 11.2% from $16.16M to $17.98M.
Every figure comes from Univest Financial's annual financial filings, as reported. Each line keeps the name Univest Financial gives it, and years follow its fiscal calendar.
Univest Financial's revenue by product and service goes back to fiscal 2016, with figures through fiscal 2025. The latest four fiscal years are free to view, and the full history is available with a Business Quant subscription.