OneVest Overview

  • Year Founded
  • 2021

Year Founded

  • Status
  • Private

  • Employees
  • 90

Employees

  • Latest Deal Type
  • Grant

  • Latest Deal Amount
  • $100K

  • Investors
  • 16

OneVest General Information

Description

Developer of a wealth management platform designed to automate and streamline administrative and middle office functions. The company's platform facilitates comprehensive, all-in-one wealth management services through expertise and financial tools to enhance client and advisor experiences, enabling businesses to expand product capabilities, improve distribution and streamline operations while extending investor and advisor experiences.

Contact Information

Website
www.onevest.com
Ownership Status
Privately Held (backing)
Financing Status
Venture Capital-Backed
Corporate Office
  • Toronto, Ontario
  • Canada
Primary Industry
Financial Software
Vertical(s)
SaaS, Artificial Intelligence & Machine Learning, FinTech
Corporate Office
  • Toronto, Ontario
  • Canada

OneVest Timeline

2023202420252026
Financing RoundCaptured Employee CountEstimated Employee Growth

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OneVest Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
5. Grant 12-May-2025 $100K Completed Generating Revenue
4. Early Stage VC (Series B) 29-Jan-2025 Completed Generating Revenue
3. Early Stage VC (Series A) 01-Jun-2023 Completed Generating Revenue
2. Seed Round 26-Apr-2022 $3.97M $5.7M Completed Generating Revenue
1. Seed Round 01-Jun-2021 $1.73M $1.73M Completed Product Development
To view OneVest’s complete valuation and funding history, request access »

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OneVest Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a wealth management platform designed to automate and streamline administrative and middle office functions
Financial Software
Toronto, Canada
90 As of 2026

West Hollywood, CA
 

San Francisco, CA
 
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OneVest Competitors (7)

One of OneVest’s 7 competitors is InvestCloud, a Private Equity-Backed company based in West Hollywood, CA.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
InvestCloud Private Equity-Backed West Hollywood, CA
SS&C Advent Formerly PE-Backed San Francisco, CA
FNZ Group Private Equity-Backed Edinburgh, United Kingdom
Envestnet Private Equity-Backed Berwyn, PA
Salesforce Formerly VC-backed San Francisco, CA
You’re viewing 5 of 7 competitors. Get the full list »

OneVest Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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OneVest Investors (16)

Investor Name Investor Type Holding Investor Since Participating Rounds
Opportunity Calgary Investment Fund Government
Allianz Life Ventures Corporate Venture Capital Minority
Salesforce Ventures Corporate Venture Capital Minority
TIAA Ventures Corporate Venture Capital Minority
Deloitte Ventures Corporate Venture Capital Minority
You’re viewing 5 of 16 investors. Get the full list »

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OneVest FAQs

  • When was OneVest founded?

    OneVest was founded in 2021.

  • Where is OneVest headquartered?

    OneVest is headquartered in Toronto, Canada.

  • What is the size of OneVest?

    OneVest has 90 total employees.

  • What industry is OneVest in?

    OneVest’s primary industry is Financial Software.

  • Is OneVest a private or public company?

    OneVest is a Private company.

  • What is OneVest’s current revenue?

    The current revenue for OneVest is .

  • How much funding has OneVest raised over time?

    OneVest has raised $38.3M.

  • Who are OneVest’s investors?

    Opportunity Calgary Investment Fund, Allianz Life Ventures, Salesforce Ventures, TIAA Ventures, and Deloitte Ventures are 5 of 16 investors who have invested in OneVest.

  • Who are OneVest’s competitors?

    InvestCloud, SS&C Advent, FNZ Group, Envestnet, and Salesforce are some of the 7 competitors of OneVest.

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