OneVest
The Unified Wealth Operating System
OneVest was founded in 2021, is headquartered in Calgary, Canada, lists 51–200 employees, and has $38.7M in recorded funding across 3 rounds.
- 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
Totals include recorded grants and other qualifying funding, not just equity. What counts toward funding.
Indexed holds 3 funding rounds and 6 investors for this company. The full record is or through the API.
About
OneVest is a financial technology company redefining wealth management with an AI-native, agentic operating system. Its unified platform advances fragmented legacy systems, enabling firms to operate with greater speed, control, and scale. It builds a unified operating system for wealth firms, serving clients across North America. Its clients include RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies. Firms such as Merit Financial Advisors and Mackenzie Investments run their operating models on OneVest.
Summary
OneVest is an Artificial Intelligence company based in Calgary, Canada, founded in 2021. It lists 51–200 employees. 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
13 technologies & apps tracked
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Funding History
Jan 2025
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Funding: Seed through Series B. Amounts, valuations, and investors where available.
Investors
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