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As a challenger in the Canadian wealth and investment management space, OneVest will provide an end-to-end platform designed to create a personalized and transparent experience, including access to low-cost and alternative investment solutions.
Overview
Location
Canada, Alberta, Calgary
Employees
11-50
Total raised
$44M
Founded date
2014
Investors 3
| Date | Name | Website |
| Sign up to see | Sign up to see | Sign up to see |
| NAventures | nbc.ca | |
| Harvest Ventures | harvest.ventures |
Funding Rounds 4
| Date | Series | Amount | Investors |
| Sign up to see | Sign up to see | Sign up to see | Sign up to see |
| Jun 21, 2023 | Series A round | $17M | |
| Apr 26, 2022 | Funding round | $5M | |
| Jul 28, 2015 | Series A round | $2M |
Mentions in press and media 28
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Jan 30, 2025 | OneVest's $20M Boost: A New Era in Wealth Management Technology | In the bustling world of finance, innovation is the lifeblood. OneVest, a Toronto-based wealth management technology provider, has just secured a significant $20 million in Series B funding. This infusion of capital is not just a number; it... |
| Jan 29, 2025 | OneVest Raises $20M in Series B Funding | OneVest, a Toronto, Canada-based provider of a comprehensive wealth management technology platform, raised $20M in Series B funding. The round was led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and ... |
| Jun 21, 2023 | Fintech OneVest Announces $17M Series A to Support Financial Institutions’ Digital Capabilities | Wealth-as-a-Service platform OneVest announced CAD$17M in Series A funding as it aims to improve the wealth management experience for both financial institutions and their customers. The investment round, “which is led by OMERS Ventures wit... |
| Jun 13, 2023 | OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions | |
| Jun 13, 2023 | OneVest Raises CAD$17M in Series A Funding | OneVest, a Calgary and Toronto, Canada-based provider of a wealth-as-a-Service platform, raised CAD$17M in Series A funding. The round, which brought total investment to CAD$24M, was led by Omers Ventures with participation from existing in... |
| Apr 26, 2022 | OneVest secures $5 million to help companies like Neo Financial launch wealth management products. | |
| Apr 26, 2022 | Elon Musk is buying Twitter. Here’s what comes next | This is the web version of Term Sheet, a daily newsletter on the biggest deals and dealmakers. Sign up to get it delivered free to your inbox. Goodbye, TWTR ticker. Hello to the reign of the world’s wealthiest man, Elon Musk. While Musk tak... |
| Apr 26, 2022 | OneVest Raises CAD $5M in Funding | OneVest, a Calgary, Alberta and Toronto, Canada-based provider of an embedded wealth management platform serving fintechs, digital banks and financial institutions, raised CAD$5M in funding. The round was led by Luge Capital, with participa... |
| Sep 15, 2016 | Meet the 26 Women in Tech Featured at Innovate! and Celebrate | Innovate! and Celebrate 2016 is over so join us for 2017 Come join us at the Innovate! and Celebrate conference in San Francisco, CA. The event will take place October 9 – 11, 2017, and is held in partnership with the Consumer Technology As... |
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FAQ about OneVest
When was OneVest founded?
OneVest was founded in 2014.
How much funding has OneVest raised?
OneVest has raised $44M in total across 4 funding rounds.
What funding rounds has OneVest raised?
Parsers VC lists 4 funding rounds of OneVest, among them a Series A round of $17M on Jun 21, 2023, a funding round of $5M on Apr 26, 2022 and a Series A round of $2M on Jul 28, 2015.
Who has invested in OneVest?
Parsers VC lists 3 investors of OneVest, among them NAventures and Harvest Ventures.
What has the press written about OneVest?
Parsers VC has collected 28 articles mentioning OneVest, among them “OneVest's $20M Boost: A New Era in Wealth Management Technology” (Jan 30, 2025) and “OneVest Raises $20M in Series B Funding” (Jan 29, 2025).
Is OneVest still active?
Yes, OneVest is active; its latest activity on Parsers VC dates from Feb 4, 2025.