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3 Latest Announced Rounds

$2,242.25M Raised in 70 Funding Rounds in the past 7 Days - View All

Funding Round Profile

OneVest

start up
  • 14/06/2023
  • Series A
  • $17,000,000

We’re on a mission to help our clients power the world’s wealth with the OneVest Wealth-as-a-Service platform. It is a complete wealth management ecosystem that offers full front, back and middle-office solutions that work together beautifully. It was purpose-built for fast implementation and integration, dynamic client and advisor experiences, and enterprise-wide teamwork to deliver extraordinary wealth management programs.


Related People

Amar AhluwaliaFounder

Amar Ahluwalia Canada - ND

Collaborative business leader with extensive experience within financial services, across: banking, fintech, asset management, capital markets, advisory, strategy, and corporate development. Amar is an innovative thinker that creates unique and viable solutions for businesses. He has a successful track record in raising capital, launching new products, institutional sales, M&A, developing and executing corporate strategy. Product/domain specialties include: online lending, fixed income & alternative asset data, credit investing, and operating model strategy. Amar pushes boundaries to find new and better ways to get things done. Amar is currently Co-founder of OneVest, a financial technology company focused on Wealth & Investment Management. Prior to joining OneVest Amar has held executive leadership roles across financial services, fintech, and advisory. Amar began his career at BMO Capital Markets and holds a bachelor’s degree in Economics from York University