OneVest is a wealth management software platform that offers modular solutions for client onboarding, portfolio management, compliance, fee management, and analytics to enhance financial oversight.

OneVest

Natijah

Amar Ahluwalia

Marketing and Product

Emily Wexler

Joshua Kramer

Sales and Support

Jason Liou

Finance and Administration

Mathieu Boutin

Engineering

Mayur Patel

People Operations Manager

Natasha Keats

Andrew MacCulloch

Operations Analyst

Breanne Bauer

Software Engineer

Divine Anakor

FinTech Companies With Fewer Than 100 Employees (Top 10K)

Canada Early Stage Companies With Less Than $500M in Revenue

Canada Early Stage Companies With Less Than $10M in Revenue

Private Equity Funded Companies (Top 10K)

OneVest is a financial technology business that creates investment opportunities. The company provides a comprehensive all-in-one wealth management platform that allows organizations to expand product capabilities, improve distribution, and streamline front, middle, and back office operations.

OMERS Ventures

Series A - OneVest

Seed Round - OneVest

Calgary

Alberta

Canada

North America

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

OneVest to Offer a Suite of Vanguard's Leading Low-Cost ETF Model Portfolios, Helping Modernize Model Portfolio ...

OneVest announces a strategic collaboration with BlackRock to Modernize Model Portfolio Delivery

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

A platform for launching and operating automated investment advisors with minimal resources.

A unified platform for managing all client and investment data, analytics, and compliance.

Tools for managing enterprise risk, fraud, and accessing real-time data for seamless risk management.

Access to dashboards, reports, and business analytics for gaining insights.

Modern tools for building portfolios and managing client investments in one place.

A solution for quickly launching a market-ready automated investment advisor.

United States

Japan

Asia

Philippines

India

HTML5

DigiCert

Amazon Route 53

Google Fonts

F5 NGINX

Google Tag Manager

Google Doubleclick

jQuery

Wordpress

Fonts.com

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news impact assignment basic	general
public peers	general	Oct 24, 2024 10:36 PM	90c7a48d
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signals	general	Oct 24, 2024 10:36 PM	acf48fc1
crunchbase trigger	general	Nov 27, 2024 12:50 PM	9fc6b237
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translate crunchbase fundingrounds	general	Nov 28, 2024 5:38 AM	ece33731
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