# OneVest Technologies

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/onevest-technologies

- Industry: Financial Services
- Headquarters: Calgary, Canada
- Website: www.onevest.com
- Total disclosed funding: $37M
- Latest round: Series B (Jan 29, 2025)
- Investors on record: 14

## About

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. As of March 2023, the company is being led by its CEO, Amar Ahluwalia, COO, Jakob Pizzera, and CTO, Nathan Di Lucca. 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.

## Funding rounds

- Series B, Jan 29, 2025, $20M — OMERS Ventures, Pivot Investment Partners, Salesforce Ventures, Deloitte Ventures, Fin Capital, Luge Capital, Allianz Life Ventures, TIAA Ventures
- Series A, Jun 13, 2023, $13M — OMERS Ventures, Pivot Investment Partners, FJ Labs, AAF Management, Panache Ventures, Deloitte Ventures, Fin Capital, Luge Capital
- Seed, Feb 23, 2022, $3.9M — OMERS Ventures, FJ Labs, Conconi Growth Partners, AAF Management, Panache Ventures, Luge Capital, NAVentures, Pareto Holdings

## Investors

- OMERS Ventures (https://capitalatlas.ai/funds/omers-ventures) — Seed, Series A, Series B
- FJ Labs (https://capitalatlas.ai/funds/fj-labs) — Seed, Series A
- Conconi Growth Partners (https://capitalatlas.ai/funds/conconi-growth-partners) — Seed
- AAF Management (https://capitalatlas.ai/funds/aaf-management) — Seed, Series A
- Panache Ventures (https://capitalatlas.ai/funds/panache-ventures) — Seed, Series A
- Luge Capital (https://capitalatlas.ai/funds/luge-capital) — Seed, Series A, Series B
- NAVentures (https://capitalatlas.ai/funds/naventures) — Seed
- Pareto Holdings (https://capitalatlas.ai/funds/pareto-holdings) — Seed
- Pivot Investment Partners (https://capitalatlas.ai/funds/pivot-investment-partners) — Series A, Series B
- Deloitte Ventures (https://capitalatlas.ai/funds/deloitte-ventures) — Series A, Series B
- Fin Capital (https://capitalatlas.ai/funds/fin-capital) — Series A, Series B
- Salesforce Ventures (https://capitalatlas.ai/funds/salesforce-ventures) — Series B
- Allianz Life Ventures (https://capitalatlas.ai/funds/allianz-life-ventures) — Series B
- TIAA Ventures (https://capitalatlas.ai/funds/tiaa-ventures) — Series B