Content
OneVest
completed $20 million Series B Round funding. Investors include
Salesforce Ventures (lead), Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, Pivot Investment Partners.
About
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, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
Startup
Sector:
Fintech
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