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OneVest

Financial Technology (FinTech) / Wealth Management Canada ~30 employees
Founded
--
Employees (Est.)
~30
3 leaders known
Total Funding
$37.0M
Funding Rounds
2
Last Funding
2025-01-29

About OneVest

OneVest provides a modern technology platform for wealth management, designed to be user-friendly, customizable, and adaptable to market trends and customer demands. Their mission is to power the world's wealth by offering a modular platform that enhances operational efficiency, supports compliance, and delivers personalized experiences for advisors and clients.

Products & Services

No-code Personalization:Allows wealth management customization without coding, aligning the platform with brand and business needs.
Robust Integrations:Offers comprehensive integration capabilities to connect with existing infrastructure for a cohesive ecosystem.
Choose Your Modules:Enables selection of specific modules to fit into existing business ecosystems.
API Customization:Provides robust API for deep customization of wealth management solutions.
Onboarding:Personalizes client onboarding with digital tools to meet client and advisor needs.
Client Experience:Customizes client portals quickly without coding.
Advisor Platform:Manages client investment data, compliance needs, and more.
Portfolio Management:Builds portfolios, manages investments, and automates processes.
Fee Management:Customizes fees by organization, relationship, and accounts.
Compliance:Provides advanced tools to stay ahead of regulatory requirements.
Analytics & Reporting:Enhances financial oversight with clear views of client portfolios.

Specialties

Wealth Management Technology No-code Configuration Modular Software Solutions API Customization Client Onboarding Portfolio Management Compliance Tools Analytics and Reporting

Funding History

Debug: View Raw Funding Data
# Type Amount Fields Date Fields Investors
1 RT: Series B
T: -
FT: Series B 		A: 20000000
MR: -
FA: $20 million USD
FAN: 20000000 		D: 2025-01-29
FD: 2025-01-29 		8 investors
2 RT: Series A
T: -
FT: Series A 		A: 17000000
MR: -
FA: CAD$17M
FAN: 17000000 		D: 2023-06-13
FD: 2023-06-13 		8 investors
Series B Latest
2025-01-29
$20.0M
8 investors (Pro only)
Series A 2023-06-13
$17.0M

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Growth Metrics

+45%
Employee Growth
YoY
3.2x
Funding Growth
Last Round
12
Markets
Operating
10K+
Customers
Active

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Team & Leadership

A

Amar Ahluwalia

CEO

LinkedIn (Pro only)
J

Jakob Pizzera

COO

LinkedIn (Pro only)
N

Nathan Di Lucca

CTO

LinkedIn (Pro only)

Recent News

OneVest Announces New Product Launch

2 days ago

Company unveils innovative solution to transform the industry, expanding market reach and capabilities...

Read more →

Leadership Team Expands with Industry Veteran

1 week ago

New executive brings 20+ years of experience to accelerate growth and strategic initiatives...

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Company Recognized as Industry Leader

2 weeks ago

Receives prestigious award for innovation and customer satisfaction in competitive market...

Read more →

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Key Competitors

C1

Competitor Alpha

Series B · $50M raised

C2

Competitor Beta

Series C · $120M raised

C3

Competitor Gamma

Series A · $25M raised

C4

Competitor Delta

Seed · $10M raised

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Company Details

Industries
Financial Technology (FinTech) / Wealth Management
Company Size
~30 employees (est.)
Locations
Canada

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Technology Stack

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