OneVest provides a modular, end-to-end wealth management platform that lets banks, RIAs, asset managers and insurance companies deploy full solutions or pick individual modules to modernize their wealth programs. The platform is designed to reduce implementation time and vendor costs, enable configurable hybrid investor experiences, and give advisors greater control and insights over their books of business. OneVest is building advanced AI capabilities to enhance decision-making and client engagement and is expanding offerings in alternative investments. The company emphasizes strategic integrations with partners such as BlackRock, Vanguard and Salesforce Financial Services Cloud to deepen value for mutual customers. OneVest says the product is positioned to help enterprises respond to a large intergenerational wealth transfer and to expand across the U.S. and Canada. The company recently closed a $20 million Series B equity round to support growth and product development. OneVest offers a modular, adaptable Wealth-as-a-Service platform that lets financial institutions integrate and configure wealth-management components to match specific needs. Its product includes investor and advisor interfaces, data aggregation, a book of record, and a portfolio management engine. The platform automates and streamlines front-, middle- and back-office functions that often rely on manual processes and siloed systems. OneVest says its solutions can be launched in weeks, reducing implementation time compared with legacy technology. The company plans to use new capital to accelerate growth, expand into the U.S. market, and grow teams across enterprise sales, operations, product, and engineering. OneVest was founded in 2021 and operates out of Calgary and Toronto. OneVest is a fintech based in Calgary and Toronto that offers an embedded Wealth-as-a-Service (WaaS) platform for fintechs, digital banks and financial institutions. Its core product is an API-driven platform that enables enterprises to launch personalized investment portfolios and digitally-native wealth experiences in a matter of weeks. The technology integrates with fintechs, credit unions, traditional banks and wealth management firms to bundle investing capabilities with other financial products. The company was founded by Amar Ahluwalia, Jakob Pizzera and Nathan Di Lucca. OneVest plans to use newly raised capital to expand the team, grow sales and drive product development. No operating metrics or revenue figures were disclosed in the article.

Total raised

$38M

Funding rounds

3

Latest round

Series B

Latest activity

Jan 2025