OneVest
PrivateLast Round
Series B
Jan 29, 2025
Total Funding Raised
$38.34M
Momentum
Top 25%
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, Vertical SaaS
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.
- Jul 26, 2026
Monthly visitors grew 109% MoM, reaching 15.5K.
- Apr 20, 2026
Launched new digital client and advisor portals in partnership with Mackenzie Investments.
Recent news
Latest coverage and updates
- integrates_withSep 28, 2026
Onevest integrated with Schwab Inc. on Sep 28th '26.
- integrates_withSep 23, 2026
Onevest Corporation integrates its agentic account opening solution with CI Investment Services Inc. in Canada, connecting custodial workflows to support end-to-end account onboarding for wealth management firms on Sep 23rd '26.
- integrates_withSep 23, 2026
Onevest Corporation integrates its agentic account opening solution with NBCN Inc. in Canada, enabling wealth management firms to orchestrate onboarding from client intake through account funding on Sep 23rd '26.
- launchesSep 23, 2026
Onevest Corporation launches Canada’s first agentic account opening solution for wealth management in Canada on Sep 23rd '26, with an AI agent that automates client onboarding from intake through account funding while keeping professionals in control.
OneVest Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Request accessFrequently Asked Questions
Common questions about OneVest's valuation, stock price, and market status.
Is OneVest a public or private company?
OneVest is a private company.
What is the current stock price of OneVest?
OneVest is a private company, so its shares have no public market price. Caplight tracks OneVest's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is OneVest worth (valuation)?
Valuation information for OneVest is not publicly available.
Can I buy OneVest stock?
OneVest shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was OneVest's last funding round?
OneVest's most recent funding round was Series B on January 29, 2025.
Who are the main investors in OneVest?
Key investors in OneVest include Harvest Venture Partners, Salesforce Ventures, Luge Capital, OMERS Ventures.
Will OneVest IPO soon?
No public IPO plans have been announced for OneVest.
How can I track OneVest secondary market activity?
Caplight tracks bids, offers, and trades in OneVest's shares on secondary markets.