Toronto fintech OneVest has raised $27M in Series B funding, led by Salesforce Ventures, to expand its wealth management platform. The round includes Allianz Life Ventures, TIAA Ventures, and returning investors OMERS Ventures and Deloitte Ventures.
CEO Amar Ahluwalia says the funding will accelerate AI-driven client engagement and expand alternative investment offerings. OneVest is deepening integrations with BlackRock, Vanguard, and Salesforce Financial Services Cloud to enhance financial institutions’ advisory services.
With $84T in wealth set to transfer between generations, OneVest aims to equip enterprises with next-gen tools for digital transformation.
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