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OneVest
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1 Disclosed Funding Rounds $17,000,000
0 Participating Investments
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Founded date
2021
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Operating Status
Active
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Last Funding Type
Seed
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Company Type
For Profit
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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 mi
| Date | Round | Raised | Participating Investors |
|---|---|---|---|
| June, 14 ,2023 | Series A | $17,000,000 |
OMERS Ventures
FJ Labs
Fin Capital
Panache Ventures
Pivot Investment Partners
Luge Capital
AAF Management Ltd.
Founderpath
Truework
Finix
Farther
TeamApt Inc.
Transaera, Inc. | $10,500,000 | (Nov 5, 2024)
Algebrik AI | $4,000,000 | (Nov 5, 2024)
Insider. | $500,000,000 | (Nov 5, 2024)
Cintoo | $40,246,701 | (Nov 5, 2024)
Advex AI | $3,500,000 | (Nov 5, 2024)
