OneVest Technologies
Latest round
- Series B
Last raised
- Jan 2025
Total raised
- $37M
Investors
- 14
About OneVest Technologies
Based in Alberta, Canada, and founded in 2021, OneVest Technologies Inc. operates as a financial technology company that offers wealth management and portfolio management services to organizations. The company offers its services to Alberta, Newfoundland and Labrador, Ontario, and Quebec. The company’s customers include fintechs, banks and credit unions, wealth managers, insurance companies, dealers and custodians, and asset managers. The firm offers wealth management services that enable organizations to provide personalized investment portfolios via a simple API to their employees. Moreover, the company offers client management, compliance, analytics and reporting and client user experience management services and other related wealth management services.
Who invested in OneVest Technologies
14 investors across 3 rounds
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Questions about OneVest Technologies
Who invested in OneVest Technologies?
OneVest Technologies has 14 investors on record across 3 venture rounds. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has OneVest Technologies raised?
OneVest Technologies has raised 3 venture rounds. Sign up free to see how much each round raised and the total.
When did OneVest Technologies last raise money?
OneVest Technologies's most recent round on record is a Series B, in Jan 2025.
What does OneVest Technologies do?
Based in Alberta, Canada, and founded in 2021, OneVest Technologies Inc.
Where is OneVest Technologies headquartered?
OneVest Technologies is headquartered in Calgary, Canada.
Which VCs invest in companies like OneVest Technologies?
Among active investors with capital left to deploy, Radical Ventures, Ribbit Capital, TrueBridge Capital Partners and Tribe Capital back financial services companies at OneVest Technologies's stage. Their profiles are linked below.
VCs backing financial services startups at Series B
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