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OneVest logo — Power the World's Wealth

OneVest

Power the World's Wealth

Founded 2021 Canada Toronto, Canada 70 employees Series A Total: $22.00M Financial Services, Fintech +1

General Information

Company Name OneVest
Founded Year 2021
Location Canada Toronto, Canada +1
Employees 70
Industries Financial Services, Fintech, Wealth Management
Funding Stage Series A
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About OneVest

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 (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 9
Investor Investor Investor Investor Investor Investor Investor Investor
•••• •••• 		13 Jun 2023
Seed Round •••••• 1
Investor
05 Mar 2022

OneVest Alternatives & Competitors

OneVest vs
Pangaea Wealth Pte. Ltd.
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OneVest vs
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FAQ About OneVest

Power the World's Wealth
OneVest was founded in 2021.
OneVest is headquartered in Toronto, Canada.
OneVest operates in the following industries: Financial Services, Fintech, Wealth Management.
OneVest has approximately 70 employees.
OneVest has completed 2 funding rounds, raising a total of $22.00M. The latest funding stage is Series A.
Top alternatives and competitors to OneVest include Pangaea Wealth Pte. Ltd., BridgeFT, PersonalCFO.in, Canvas Wealth Advisors, Curated Wealth Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
OneVest and Pangaea Wealth Pte. Ltd. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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