OneVest

Toronto-based fintech company OneVest has unveiled a refreshed brand identity following its $27-million Series B financing earlier this year from investors including Salesforce Ventures and Luge Capital. The firm’s modular wealth management platform enables banks, RIAs, and asset managers to deploy customizable, no-code digital solutions.

“We’re scaling to meet demand as legacy vendors struggle to modernize,” said CEO Amar Ahluwalia. OneVest’s unified tools—One View, One Flow, and One Hub—create a seamless client-advisor experience. Its new slogan, Tomorrow’s Technology, Today’s Wealth, reflects the company’s mission to unify data and workflows for financial institutions worldwide.

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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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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.