OneAdvisory
Latest round
- Seed
Last raised
- Jan 2024
Total raised
- $11M
Investors
- 11
About OneAdvisory
Based in Florida, US, One Advisory, Inc operates as a financial technology company that offers a platform that provides the onboarding of paper documents, investment management options, and access controls for the entire organization. The company was Co-founded by RobNance and Madalyn Armijo. In July 2023, OneAdvisory, Inc. The company offers a software-based platform that offers investment advisory and provides instant paperless onboarding, investment management options, and customized firm-wide access controls. It helps financial advisers collect and sync data between the many different software tools they use to manage their client’s accounts. The web application offers an existing trading platform and lets users run their own models or partner with a third-party investment manager. It let users open and fund accounts instantly.
Who invested in OneAdvisory
11 investors across 2 rounds
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Questions about OneAdvisory
Who invested in OneAdvisory?
OneAdvisory has 11 investors on record across 2 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has OneAdvisory raised?
OneAdvisory has raised 2 venture rounds. Sign up free to see how much each round raised and the total.
When did OneAdvisory last raise money?
OneAdvisory's most recent round on record is a Seed, in Jan 2024.
What does OneAdvisory do?
Based in Florida, US, One Advisory, Inc operates as a financial technology company that offers a platform that provides the onboarding of paper documents, investment management options, and access controls for the entire organization.
Where is OneAdvisory headquartered?
OneAdvisory is headquartered in Miami, US.
Which VCs invest in companies like OneAdvisory?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at OneAdvisory's stage. Their profiles are linked below.
VCs backing software startups at Seed
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