OneVest raised $20 million in a Series B funding led by Salesforce Ventures to enhance wealth management technology.
Amount Raised
$20 Million
Round Type
Series B
TorontoSustainabilityFinancial ServicesSoftwareInvestors
Description
OneVest has closed a $20 million USD Series B funding round, led by Salesforce Ventures, with participation from Allianz Life Ventures and TIAA Ventures, along with returning investors. This funding will help OneVest in its mission to revolutionize wealth management for enterprises in North America.
Quick answer
One Vest raised $20 Million in a Series B round, dated January 29, 2025. Investors: Luge Capital, Deloitte Ventures, Allianz Life Ventures, TIAA Ventures, Omers Ventures, Fin Capital, Pivot Investment Partners and Salesforce Ventures. One Vest is based in Toronto, Ontario, Canada.
- How much did One Vest raise?
- One Vest raised $20 Million in a Series B round on January 29, 2025.
- Who invested in One Vest?
- Luge Capital, Deloitte Ventures, Allianz Life Ventures, TIAA Ventures, Omers Ventures, Fin Capital, Pivot Investment Partners and Salesforce Ventures are named as investors in this round.
- 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.
- Capitolis raised $300M (Funding Round) on March 14, 2025.
- Worth raised $25M (Funding Round) on March 12, 2025.
- Fortis raised an undisclosed amount (Private Equity) on March 12, 2025.
- Streamex Corp. raised $819K (Seed) on March 5, 2025.
- Grain raised $33M (Series A) on March 5, 2025.
- Helios raised $16M (Seed) on March 4, 2025.
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
Works inside ChatGPT and Claude. Ask who to call at One Vest. With Fundz connected, it knows.
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.
Related People
Funding Insights
What this usually meansOne 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.
5 screens from a live account. No signup.