OneVest, a pioneering financial technology company, recently raised CAD$17M in Series A funding to revolutionize the wealth management experience for financial institutions and their clients.

• The firm OneVest, with a mission to power global wealth, provides an all-encompassing wealth management platform that is already being recognized as an industry leader​¹​.
• The funding round was led by OMERS Ventures, and saw participation from existing investors such as Luge Capital, Panache Ventures, AAF Management, FJ Labs, as well as new investors like Fin Capital, Pivot Investment Partners, and Deloitte Ventures.
  • This fresh infusion of capital aims to accelerate OneVest’s growth and facilitate its expansion into the US market, among other corporate objectives​¹​.

See:

Three ways open banking could impact wealth management

What Millennials Want From Their Wealth Management Firm

Neo Financial Launches a Wealth Management Platform for Retail Investors – Neo Invest

• OneVest’s platform, which was designed to be both modular and adaptable, enables financial institutions to effectively integrate and configure various components of a wealth management offering tailored to their specific needs and requirements.
  • By eliminating siloed systems, simplifying processes, and enhancing operational efficiency, the platform empowers businesses to devise a customized wealth management solution that aligns with their customers’ expectations and the ever-changing market landscape.
  • The platform’s robust capabilities, including intuitive investor and advisor interfaces, comprehensive data aggregation, a reliable book of record, and a powerful portfolio management engine, allow banks and financial institutions to launch a customized wealth services offering in weeks rather than years​¹​.

Video interview by BNN Bloomberg:

View the original release –> here