Fundz

Onevest Raises Cad $5 Million And Launches Canada’s First Embedded Wealth Management Platform

PRIVATEApr 26, 2022

Amount Raised

C$5 Million

Round Type

Seed

TorontoSustainabilityFinancial ServicesSoftware

Description

OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced today that it has secured $5M in venture financing to expand the team, grow sales and drive product development.

Quick answer

One Vest raised C$5 Million in a Seed round, dated April 26, 2022. One Vest is based in Toronto, Ontario, Canada.

How much did One Vest raise?
One Vest raised C$5 Million in a Seed round on April 26, 2022.
What does One Vest do?
OneVest is a financial technology company on a mission to power the world’s wealth.
Where is One Vest based and how big is it?
One Vest is based in Toronto, Ontario, Canada. Fundz records about 73 employees.
Who are the decision-makers at One Vest?
Fundz holds 3 contacts at One Vest. Names and contact details are shown to Fundz members.

Source: Fundz verified event record.

Who else raised in Sustainability and Financial Services around the same time

Companies in the same sectors as One Vest that raised within 45 days of this round, from Fundz verified event records.

  • Zenbase raised $4.1M (Seed) on May 31, 2022.
  • Victory Farms raised $5M (Funding Round) on May 19, 2022.
  • Carbon Clean raised $158M (Funding Round) on May 11, 2022.
  • CAIS raised $100M on April 6, 2022.
  • SolarSquare raised $4M (Seed) on June 10, 2022.
  • Titan Casket raised $3.5M (Seed) on June 9, 2022.

Who to call at One Vest, and when

A new round usually means One Vest is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day One Vest raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at One Vest, from your own LinkedIn network

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Company Information

Company

One Vest

Location

Toronto, Ontario, Canada

About

OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

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Fundz sees it the moment One Vest raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

3 contacts
Predictive Intelligence
Strategic

ML-powered predictions for One Vest's next move

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One Vest raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.