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Fintech Firm Onevest Grabs C$17M Series A

PRIVATEJun 14, 2023

Amount Raised

C$17 Million

Round Type

Series A

TorontoSustainabilityFinancial ServicesSoftware

Investors

Omers Ventures

Description

OMERS Ventures led the round.

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.

  • Entelligent Inc. raised $500K (Series A) on July 27, 2023.
  • Cohere raised an undisclosed amount (Funding Round) on July 20, 2023.
  • RiskScout raised an undisclosed amount (Seed) on July 20, 2023.
  • Streamex Corp. raised $495K (Seed) on July 19, 2023.
  • Bureau raised an undisclosed amount (Series C) on July 18, 2023.
  • Savvy raised an undisclosed amount (Convertible Note) on July 11, 2023.

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.

AI made execution free. Knowing first is the whole game now.

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

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Funding Insights

What this usually means
Typical timeline to Series B
Series A companies typically raise their next round in 10-18 months

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.