OneVest
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OneVest

http://www.onevest.com/
Last activity: 04.02.2025
Active
Categories: AlternativeB2CFinTechGrowthManagementPersonalPlatformProductServiceSpace
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.
Website visits
9.9K /mo.
Mentions
28
Location: Canada, Alberta, Calgary
Employees: 11-50
Total raised: $44M
Founded date: 2014

Investors 3

Funding Rounds 4

DateSeriesAmountInvestors
04.02.2025Series B$20M-
21.06.2023Series A$17MPivot Inve...
26.04.2022-$5M-
28.07.2015Series A$2M-

Mentions in press and media 28

DateTitleDescription
04.02.2025OneVest: $20 Million (Series B) Raised For Transforming Wealth ManagementOneVest, a comprehensive wealth management technology platform, announced the closing of a $20 million Series B equity funding round. The funding round was led by Salesforce Ventures, with participation from new investors, Allianz Life Vent...
30.01.2025OneVest's $20M Boost: A New Era in Wealth Management TechnologyIn 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...
29.01.2025OneVest Raises $20M in Series B FundingOneVest, 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 ...
21.06.2023Fintech OneVest Announces $17M Series A to Support Financial Institutions’ Digital CapabilitiesWealth-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...
13.06.2023OneVest Raises CAD$17M in Series A FundingOneVest, 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...
13.06.2023OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions-
26.04.2022OneVest secures $5 million to help companies like Neo Financial launch wealth management products.-
26.04.2022OneVest Raises CAD $5M in FundingOneVest, 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...
26.04.2022Elon Musk is buying Twitter. Here’s what comes nextThis 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...
15.09.2016Meet the 26 Women in Tech Featured at Innovate! and CelebrateInnovate! 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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