OneVest

General Information

Company Name

OneVest

Founded Year

2021

Location (Offices)

Toronto, Canada +1

Founders / Decision Makers

Number of Employees

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