OneVest

Power the World's Wealth

General Information
Company Name
OneVest
Founded Year
2021
Location (Offices)
Toronto, Canada +1
Founders / Decision Makers
Number of Employees
70
Industries
Financial Services, Fintech, Wealth Management
Funding Stage
Series A
Social Media

OneVest - Company Profile

OneVest, founded in 2021 and headquartered in Canada, operates with the slogan "Power the World's Wealth." The company is a key player in the Financial Services, Fintech, and Wealth Management industries, offering a comprehensive wealth management platform. Their services span from client onboarding to portfolio management and analytics, with a modular software designed to address the specific needs of financial institutions. OneVest recently secured a significant $17.00M Series A investment on 13 June 2023. The impressive list of investors includes Fin Capital, Panache Ventures, FJ Labs, Omers Ventures, AAF Management, Deloitte Ventures, Harvest Ventures, Luge Capital, and Pivot Investment Partners. This recent injection of capital signifies a promising future for OneVest, as it continues its mission to revolutionize the global wealth management landscape.

Taxonomy: Wealth Management, Financial Technology, WealthTech, Banking, Investment Opportunities, Front Office Solutions, Middle Office Solutions, Back Office Solutions, Integrated Platforms, Enterprise-Grade Solution, Client Experience, Advisor Experience, Wealth Management Programs, Distribution Improvement

Funding Rounds & Investors of OneVest (2)

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Funding Stage Amount No. Investors Investors Date
Series A $17.00M 9 AAF Management Ltd. 13 Jun 2023
Seed Round $5.00M 1 05 Mar 2022

Latest News of OneVest

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No recent news or press coverage available for OneVest.

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