OneVest is a wealth management technology company offering a configurable, modular, end-to-end platform. It provides a comprehensive all-in-one wealth management platform tailored to financial firms, advisors, banks, RIAs, asset management firms, and insurance companies.
- Category
- Wealth Management
- Stage
- Series B
- Employees
- 100
- HQ
- Toronto, Canada
- Founded
- 2021
- Funding
- $38M