OneVest
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Organization
Contact Information
Overview
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.
About
Industries
Financial Services, FinTech, Wealth Management
Founded
2021
Employees
11-50
Headquarters locations
North America
Social
N/A
Profile Resume
OneVest headquartered in North America, operates in the Financial Services, FinTech, Wealth Management sector. The company focuses on Financial Services and has secured $400.7M in funding across 24 round(s). With a team of 11-50 employees, OneVest is actively contributing to advancements in Financial Services. Their latest funding round, Series A - OneVest, raised $12.8M. Discover more about their projects, partnerships, and impact on our platform.
Employees
N/A
Funding Rounds
Funding rounds
2
Investors
9
Lead Investors
0
Total Funding Amount
$16.7M
Details
2
OneVest has raised a total of $16.7M in funding over 2 rounds.
| Announcement date | Transaction name | Number of Investors | Money raised | Lead Investor |
|---|---|---|---|---|
| 2022 | Seed | 3.9M | ||
| 2023 | Early Stage Venture | 12.8M |
Investors
OneVest is funded by 14 investors.
| Investor Name | Lead Investor | Funding Round | Partners |
|---|---|---|---|
| OneVest | - | FUNDING ROUND - OneVest | 12.8M |
| OMERS Ventures | - | FUNDING ROUND - OMERS Ventures | 12.8M |
| OneVest | - | FUNDING ROUND - OneVest | 12.8M |
| Harvest Ventures | - | FUNDING ROUND - Harvest Ventures | 12.8M |
Recent Activity
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