O
OneVest
One platform to power the entire wealth management value chain
About OneVest
Onevest is a comprehensive platform that provides digital and hybrid wealth management solutions. It serves a wide range of clients, including financial institutions, fintech startups, and individual investors, operating in the wealth management market. The platform offers a range of services, from customer experience and portfolio management to custodian integration and trade execution.
Onevest's business model is centered around enabling entities to launch or modernize their wealth programs. It offers a seamless, connected experience for clients, advisors, and everyone involved in the wealth management process. The platform is designed to be modular and plug-and-play, allowing for customization based on the needs of the clients and advisors.
Onevest generates revenue by helping its clients reach new customers and drive revenue, or by helping them save money on existing processes. The platform offers a range of features, including market data feeds, broker/FIX integration, reporting and analytics, automated trading/rebalancing, document generation and management, and a client portal for mobile and web.
The platform also offers a range of account types and features such as scheduled deposits/withdrawals and automated suitability assessment. Onevest has partnered with several financial institutions and fintech companies, including Peoples Group, Neo Financial, and Manzil, to provide tailored financial services and products.
Source: Dealroom company dataAt a glance
- Status
- Operational
- Founded
- 2021
- Headquarters
- Calgary, Canada
- Employees
- 102
- Open positions
- 3
- Dealroom signal
- 87.1/100
- Industry
- Fintech
- Sub-industry
- Wealth Management
- Sector
- Fintech, Financial Advisor Tools, Embedded Finance, Start Alberta
- Technology
- Mobile app
- Business model
- SaaS
- Client focus
- b2b
Knowledge graph
More headlines
Funding history
Company financing events and reported valuations.
| Deal type | Date | Amount | Valuation | Investors | Source |
|---|---|---|---|---|---|
| SERIES B✓Equity / VC | Jan 2025 | $21M | $85M | Deloitte · Luge Capital · Fin Capital · TIAA | ↗ |
| SERIES A✓Equity / VC | Jun 2023 | $12M | $50M | FJ Labs · Deloitte · AAF Management · Fin Capital | ↗ |
Financials
Revenue, earnings and other financial measures where available. Years marked “E” are estimates.
Growth signals
Latest recorded traffic for OneVest is 13K monthly website visits, up 8.3% over the last three months. OneVest's team grew 4.1% over the past year.
Open positions
Similar companies
Company identity and context are open; selected comparison metrics preview what is available on the platform.
Investments and acquisitions
Recent portfolio relationships for companies that also act as investors or acquirers.
Investors
From Dealroom's funding and investor records, grouped by the round each investor first entered.
Seed7 investors entered at this stage
Luge Capital
NAventures
Panache Ventures
OMERS Ventures
Edward Lando
FJ Labs
AAF Management
Series A6 investors entered at this stage
Deloitte
Fin Capital
Pivot Investment Partners
Salesforce Ventures
TIAA
Allianz Life Ventures
Other known investors5 additional known investors
Anton Derlyatka
Conconi Growth Partners
Harvest Venture Partners- MBMichael Binko
Platform Calgary
Source: Dealroom Talent Intelligence.
Global footprint
Market sentiment
An AI-synthesised read of the highest-engagement posts about OneVest on X, ranked by likes and reposts, corporate channels excluded.
Reading the room on X — pulling top posts and synthesizing themes…
Source: X recent search ranked by engagement (likes + retweets) · Synthesis by Claude · Cached for 1 hour
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