OneVest
PrivateLast Round
Series B
Jan 29, 2025
Total Funding Raised
$38.34M
Momentum
Top 10%
of companies Caplight tracks
Company Overview
OneVest is a financial software company that provides a modular, end-to-end wealth management platform for financial institutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Workflow Automation
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
OneVest Comparables
Compare OneVest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| d1g1t Inc. | 84% | |
| Objectway Group | 82% | |
| Advisor360 | 81% | |
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 | ||||
| Pre Seed | Jun 1, 2021 |
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 |
| Harvest Venture Partners | Seed, Pre Seed |
| Salesforce Ventures | Series B |
| AAF Management | Seed, Series A |
| Pivot Investment Partners | 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 |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about OneVest's valuation, stock price, and market status.