We empower independent financial advisors to build their ideal firm using advanced technology.
Location: United States, New York
Employees: 1-10
Total raised: $4.3M
Investors 1
| Date | Name | Website |
| 10.10.2022 | Fika Ventu... | fika.vc |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 11.07.2023 | - | $4.3M | Fika Ventu... |
Mentions in press and media 3
| Date | Title | Description | Source |
| 11.01.2024 | Perplexity AI’s challenge to Google hinges on something simp... | There are two major Steve Jobs movies. I learned this talking to Perplexity AI cofounder and CEO Ar... | fortune.co... |
| 11.07.2023 | 6+ things to know in #MiamiTech: OneAdvisory raises $4.3M, P... | Facebook Tweet Pin LinkedIn Email 1 Wealth-tech startup OneAdvisory raises $4.3M OneAdvisory, ... | refreshmia... |
| - | OneAdvisory | “RIAs of all sizes use OneAdvisory’s digital platform for instant paperless onboarding, diverse inve... | fastfounde... |