Funding Details
- Awarder
- Inbox
- Date Award
- May 19, 2025
- Vertical
- FinTech
- Funding URL
- View Funding Page
Company Info
- Founding Year
- 2021
- Traction
- OneVest plans to hire 100 employees over the next year and has secured a total of $53 million CAD in funding.
- Organizations Involved
- Salesforce, ATB, Wellington-Altus, Picton Mahoney Asset Management, Westwood Wealth Management, Addenda Capital, Neo Financial, Manzil
- Founders
- Amar Ahluwalia, Jakob Pizzera, Nathan Di Lucca
- Company Description
- OneVest offers an end-to-end wealth management platform aimed at helping financial institutions fill gaps in their process. Its modular software spans client onboarding, portfolio management, and analytics.
- Market
- Wealth Management
- Location
-
Calgary,
Alberta,
Canada
- Coinvestors
- Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Deloitte Ventures, Luge Capital, Fin Capital, Pivot Investment Partners
Links