OneVest
The Unified Wealth Operating System
Calgary, Canada · Founded 2021 · $38.7M raised
- Headquarters
- Calgary
- Employees
- 51–200
- Founded
- 2021
- Business Model
- B2B
- Website
- onevest.com
- Total Funding
- $38.7M
- Last Round
- $20.0M Series BJan 2025
- Rounds
- 3
About
AI-native wealth operating system that unifies workflows, client data, and account management for advisors, banks, and asset managers.
Summary
OneVest is an Artificial Intelligence company based in Calgary, Canada, founded in 2021. It has raised $38.7M in total across 3 rounds, most recently a $20.0M Series B round in Jan 2025. Investors include OMERS Ventures, Salesforce Ventures and Luge Capital.
Tech & App Stack
10 technologies & apps tracked
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Funding History
Jan 2025
Sign up to see all 3 rounds
Seed through Series B — per-round amounts, valuations, and who invested in each round.
Investors
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