When was OneVest founded?

OneVest was founded in 2021 and raised its 1st funding round within a year of its incorporation.

Where is OneVest located?

OneVest is headquartered in Calgary, Canada. It is registered at 200-632 Confluence Way SE, Calgary.

Which legal entities is OneVest associated with?

OneVest is associated with OneVest Technologies Inc..

How many employees does OneVest have?

As of May 31, 2025, the latest employee count at OneVest is 90.

Is OneVest a funded company?

OneVest is a funded company, having raised a total of $38.2M across 4 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Jun 2021.

How much is OneVest worth?

The latest valuation of OneVest is $***** as of Dec 24, 2024.

When was the latest funding round of OneVest?

OneVest's latest funding was a $***** Series B round on Jan 29, 2025, with participation from 8 investors.

Where does OneVest rank among its competitors?

OneVest ranks 47th amongst 814 active competitors, of which 109 are funded. It stands 7th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of OneVest?

OneVest's top competitors include Avaloq, Broadridge and Altruist. Among them, FNZ secured the most recent funding round in September, 2026.

OneVest - 2026 Company Profile, Team, Funding & Competitors

Company Details

Provider of a no-code wealth management platform. It offers modular solutions for client onboarding, portfolio management, and advisor tools. The platform features robust integrations and API customization for seamless integration with existing systems. Clients can personalize client portals and manage fees efficiently. Compliance and analytics tools are also included. The platform is designed to streamline operations and enhance the client and advisor experience.

Website: onevest.com
Social
Email ID: *****@onevest.com
Phone Number: +1 **********
Registered Address: 200-632 Confluence Way SE, Calgary

Key Metrics

Founded Year

2021

Location

Calgary, Canada

Stage

Series B

Total Funding

$38.2M in 4 rounds

Latest Funding Round

Series B, Jan 29, 2025, $*****

Post Money Valuation

$***** as on Dec 24, 2024

Investors

OMERS & 13 more

Ranked

47^th among 814 active competitors

Employee Count

90 as on May 31, 2025

Similar Companies

Avaloq & 875 more

View OneVest's full profile

OneVest is associated with 1 legal entity given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
OneVest Technologies Inc. CIN: 12721686 , Canada, Active	Feb 08, 2021	-	90 (As on May 31, 2025)	-

OneVest has raised a total funding of $38.2M over 4 rounds. Its first funding round was on Jun 2021. Its latest funding round was a Series B round on Jan 29, 2025 for $*****. 8 investors participated in its latest round. OneVest has 14 institutional investors.

Here is the list of recent funding rounds of OneVest:

Filter this list

Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 29, 2025	2894442	Series B	9165108	9709128	7434767	6563248
Jun 13, 2023	8267032	Series A	8627174	6869041	8669362	Luge Capital & 6 more
Apr 26, 2022	1013063	Seed	4710953	6542341	Luge Capital	OMERS & 4 more

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View details of OneVest's funding rounds and investors

The founders of OneVest are Jakob Pizzera, Alejandro Cremades and Tanya Prive.

Here are the details of OneVest's key team members:

Jakob Pizzera: Co-Founder & COO of OneVest.
Alejandro Cremades: Former Co-Founder of OneVest and founder of 1 other company.
Tanya Prive: Former Co-Founder of OneVest.
Contact Info: 1 email address

OneVest's Board of Directors

OneVest's board has 2 active members. Karim Gillani and Laura Lenz are independent board members.

Here is the list of OneVest's board of directors:

Name	Type	Representing	Status	Duration
Karim Gillani	Independent board member	-	Current	4y 4m
b{ytune	Independent board member	-	Current	8y 6m

View details of OneVest's Founder profiles and Board Members

OneVest's employee count trend

OneVest has 90 employees as of May 25. Here is OneVest's employee count trend over the years:

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Top competitors of OneVest include Avaloq, Broadridge and Altruist. Here is the list of Top 10 competitors of OneVest, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 3 others	76/100
2nd	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
3rd	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	72/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	72/100
5th	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	71/100
6th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	70/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
9th	Linedata 1998, Neuilly sur seine (France), Public	Provider of software, data, analytics, and related services for financial institutions	-	Ardian, XAnge & 4 others	63/100
10th	d1g1t 2014, Toronto (Canada), Series B	Online platform offering wealth management solutions for advisers and investors	$24.3M	Illuminate Financial, MissionOG & 13 others	62/100
47th	OneVest 2021, Calgary (Canada), Series B	Provider of a no-code wealth management platform	$38.2M	Salesforce Ventures, National Bank of Canada ... & 12 others	53/100