# OneAdvisory

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/oneadvisory

- Industry: Software
- Headquarters: Miami, US
- Website: www.oneadvisory.co
- Total disclosed funding: $11M
- Latest round: Seed (Jan 11, 2024)
- Investors on record: 11

## About

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. raised USD 4.3 million in seed funding led by Atomic, Expa, and Fika Ventures.

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.

## Funding rounds

- Seed, Jan 11, 2024, $8M — Valor Equity Partners, F-Prime Capital, Great Oaks Venture Capital, Flyover Capital, Fika Ventures, Ritholtz Wealth Management, CoFound Partners, Twelve Below
- Seed, Aug 12, 2022, $2.6M — Valor Equity Partners, ICONIQ Capital, Expa, Fika Ventures, Twelve Below, Atomic

## Investors

- Valor Equity Partners (https://capitalatlas.ai/funds/valor-equity-partners) — Seed
- ICONIQ Capital (https://capitalatlas.ai/funds/iconiq-capital) — Seed
- Expa (https://capitalatlas.ai/funds/expa) — Seed
- Fika Ventures (https://capitalatlas.ai/funds/fika-ventures) — Seed
- Twelve Below (https://capitalatlas.ai/funds/twelve-below) — Seed
- Atomic — Seed
- F-Prime Capital (https://capitalatlas.ai/funds/f-prime-capital) — Seed
- Great Oaks Venture Capital (https://capitalatlas.ai/funds/great-oaks-venture-capital) — Seed
- Flyover Capital (https://capitalatlas.ai/funds/flyover-capital) — Seed
- Ritholtz Wealth Management — Seed
- CoFound Partners (https://capitalatlas.ai/funds/cofound-partners) — Seed