OneVest
PrivateLast Round
Series B
Jan 29, 2025
Total Funding Raised
$36.62M
Momentum Score
25 /100
Company Overview
OneVest is a financial software company that provides a no-code wealth management platform.
Sector
FinTech
Verticals
Wealth Management, Platform-as-a-Service, API Management, Low-Code/No-Code, Compliance
Business Model
B2B
Customer Profile
Payment Processing Fee, Subscription SaaS, Services & Consulting
AI Layer
Non-AI
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
OneVest Comps
Public and private peers based on sector, stage, and business model.
OneVest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 29, 2025 | ||||
| Series A | Jun 13, 2023 | ||||
| Seed | Apr 26, 2022 |
Key People
Founding team and executive leadership
OneVest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Deloitte Ventures | Series A, Series B |
| Panache Ventures | Seed, Series A |
| NAventures | Seed |
| Salesforce Ventures | Series B |
| AAF Management | Seed, Series A |
| Pivot Investment Partners | Series A, Series B |
| Fin Venture Capital | Series A, Series B |
Market signals
Structured signals derived from secondary market and firmographic data.
- Apr 20, 2026
Launched new digital client and advisor portals in partnership with Mackenzie Investments.
- Apr 20, 2026
Collaboration to launch new digital client and advisor portals.
OneVest Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
Frequently Asked Questions
Common questions about OneVest's valuation, stock price, and market status.
