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§ Private Profile · Calgary, Canada
OneVest is a technology company.
OneVest offers a comprehensive wealth management platform designed for the modern era, empowering financial institutions with modular software solutions that streamline client onboarding, portfolio management, analytics, and more.
OneVest has raised $38.0M across 3 funding rounds.
OneVest has raised $38.0M in total across 3 funding rounds.
OneVest has raised $38.0M across 3 funding rounds. Most recently, it raised $20.0M Series B in January 2025.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Jan 1, 2025 | $20M Series B | Salesforce Ventures | OMERS Ventures, Pareto Holdings | Announced |
| Jun 1, 2023 | $13M Series A | OMERS Ventures | Pareto Holdings | Announced |
| Apr 26, 2022 | $5M Venture Round | Luge Capital | — | Announced |
OneVest is a financial technology company founded in 2021 that provides a configurable, modular wealth management platform for financial institutions like wealth managers, RIAs, banks, and advisors[1][2][3][5]. Its core product unifies fragmented workflows—such as onboarding, compliance, portfolio management, data aggregation, and client servicing—through no-code tools, open architecture, AI-powered insights, and intelligent adaptive workflows, solving the problem of legacy systems that hinder scalability and client experiences[1][2][3]. OneVest serves North American and global financial firms, enabling them to customize modules, integrate with existing tech stacks, and deliver branded advisor workspaces and client portals without heavy IT involvement[1][3]. Following a $20 million Series B led by Salesforce Ventures in 2025, the company is accelerating growth amid rising demand for flexible fintech infrastructure[1].
OneVest was founded in 2021 in Alberta, Canada, by CEO and Co-founder Amar Ahluwalia, alongside key leaders like Jakob Pizzera (operations), Nathan Di Lucca (tech innovations), and others including Rich Hart III, Tina Tuli, Robert Lynch, Meghan Walker, Adam Thody, Matthew Lui, and Laura Carter, who bring decades of finance and tech expertise[2][5]. The idea emerged from recognizing persistent gaps in legacy wealth management tech, prompting the team to build a modern, unified platform that bridges data silos and rigid workflows[1][2]. Early traction included partnerships like those with Envestnet (March 2025) for enhanced Canadian wealth management and DriveWealth (February 2025) for next-gen solutions, culminating in the high-profile Salesforce Ventures-led Series B announcement in November 2025, which fueled North American expansion and a brand refresh[1][4].
OneVest stands out in wealth tech through its platform's design for modularity, intelligence, and ease:
These features enable rapid deployment and differentiation, as highlighted by CEO Amar Ahluwalia[1].
OneVest rides the wave of fintech modernization in wealth management, where legacy vendors falter against demands for agile, AI-driven platforms amid regulatory complexity and client expectations for seamless digital experiences[1][3]. Its timing aligns with 2025's surge in modular "Wealth-as-a-Service" models, fueled by partnerships with giants like Salesforce Ventures, Envestnet, and DriveWealth, which amplify its reach in North America and beyond[1][4][6]. Market forces like open banking APIs, AI adoption in finance, and RIA growth favor OneVest's no-code, interoperable approach, reducing tech debt for institutions and influencing the ecosystem by setting standards for configurable infrastructure that empowers smaller firms to compete[1][3][4].
OneVest is poised for continued expansion post-Series B, likely deepening AI integrations, global partnerships, and module expansions to capture more RIA and bank market share in a $100B+ wealth tech space[1][4]. Trends like AI personalization, embedded finance, and regulatory tech will shape its path, potentially evolving it into a dominant "single pane of glass" for wealth firms. As legacy systems crumble, OneVest's execution—echoing CEO Ahluwalia's mantra of "brilliant execution"—positions it to redefine advisor-client dynamics, starting from its unified platform roots[1][6].
OneVest has raised $38.0M in total across 3 funding rounds.
OneVest's investors include Salesforce Ventures, OMERS Ventures, Pareto Holdings, Luge Capital.