OneVest
Highly Engaged Employees
Highly Engaged EmployeesFinancial Software · Canada · 51-200 Employees
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Overview
Headquarters
200-632 Confluence Way SE, Calgary, Albe...Phone Number
(888) 808-0348Website
www.onevest.comRevenue
$16.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
4
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About OneVest
Founded in 2021 and headquartered in Calgary, Canada, OneVest is a financial technology company on a mission to reinvent wealth management. The company offers an embedded Wealth-as-a-Service (WaaS) platform that allows any enterprise to offer personalized investment portfolios via a simple API.Explore more
OneVest Org Chart
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Number of Employees
Type
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Founded In
Company Profile Activity
Activity Insights
OneVest is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
OneVest is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about OneVest.
OneVest financials insights
Gather financial insights about OneVest, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2015
Series A
$2M
2022
Angel/Seed
$4M
2023
Series A
$12.8M
2025
Series B
$20M
OneVest Tech Stack
A closer look at the technologies used by OneVest
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Hiring Plans
OneVest has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce.
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Frequently Asked Questions Regarding OneVest
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Founded in 2021 and headquartered in Calgary, Canada, OneVest is a financial technology company on a mission to reinvent wealth management. The company offers an embedded Wealth-as-a-Service (WaaS) platform that allows any enterprise to offer personalized investment portfolios via a simple API.... Read More
