OneVest, the Wealth-as-a-Service platform, has successfully secured $17 million in Series A funding.
Led by OMERS Ventures and joined by investors like Luge Capital and Deloitte Ventures, the funding will drive OneVest’s growth, facilitate expansion into the US market, and support general corporate purposes.
The platform offers a modular and adaptable infrastructure solution, empowering financial institutions to create tailored wealth management offerings in a matter of weeks.
By streamlining administrative processes and leveraging automation, OneVest enables businesses to provide exceptional experiences to customers and advisors.
This investment reinforces OneVest’s commitment to revolutionize wealth management and democratize access to its comprehensive services.
Want to know more? Check out the source code on Fintech.ca.