OneVest, a Toronto, Canada-based wealth management technology platform, hs raised $20 million in Series B funding.
Investors
The round was led by Salesforce Ventures, with participation from new investors Allianz Life Ventures and TIAA Ventures. Returning investors include OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, and Pivot Investment Partners.
Founded in 2009, Salesforce Ventures is the corporate venture capital arm of Salesforce. It provides enterprising founders with patient capital, a coveted community, and privileged access to the resources needed to build industry-defining companies. The firm invests globally in enterprise software companies at all stages, from seed funding to growth.
OneVest Use of Funds
The new funding will allow OneVest to focus on company growth and product development.
About OneVest
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding to portfolio management, analytics, and beyond. OneVest’s software is built to be modular, allowing financial institutions to fill gaps in their processes depending on their needs.
Funding Details
Company: OneVest Technologies Inc.
Raised: $20.0M
Round: Series B
Funding Date: January 2025
Lead Investor: Salesforce Ventures
Additional Investors: Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, Pivot Investment Partners
Company Website: https://www.onevest.com/
Software Category: Wealth Management
Source: https://www.businesswire.com/news/home/20250129763624/en/