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OneVest

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1 Disclosed Funding Rounds $17,000,000
0 Participating Investments
- Operating Status
Active
- Last Funding Type
Seed
- 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 | |
January, 30 ,2025 | Series B | $20,000,000.00 |