OneVest (Series B)

Funding Details
Awarder
Inbox
Date Award
May 19, 2025
Vertical
FinTech
Funding URL
View Funding Page
Funding Amount:
$20,000,000
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
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