OneVest

High-Level Overview

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].

Origin Story

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].

Core Differentiators

OneVest stands out in wealth tech through its platform's design for modularity, intelligence, and ease:

• Modular Infrastructure: Open-architecture modules (e.g., onboarding, compliance, client portals) allow firms to adopt pieces or the full suite, integrating seamlessly with custodians, portfolios, and third-party systems via robust APIs[1][3].
• No-Code Configurability: Intuitive tools let users customize workflows, dashboards, and experiences in minutes without coding, ensuring flexibility, speed, and brand consistency[1][3].
• Intelligent Workflows and AI: Adaptive engine handles client-specific rules and compliance; AI "Next Best Action" tools provide insights, opportunity spotting, and personalized guidance for advisors[3].
• Unified Data and Scalability: Aggregates data into a single source of truth, powering scalable advisor-client interactions and replacing fragmented legacy setups[1][2][3].

These features enable rapid deployment and differentiation, as highlighted by CEO Amar Ahluwalia[1].

Role in the Broader Tech Landscape

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].

Quick Take & Future Outlook

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].