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Dashboard/Companies/OneAdvisory

OneAdvisory

WealthTechConsulting

OneAdvisory helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

2022
Founded
4y
Age
$15M
Total funding
Consulting
Area

Funding timeline

Jan 2024
Seed Round - Dispatch
Jul 2023
Seed Round - OneAdvisory
Members only
Sept 2022
Seed Round - OneAdvisory
Members only

2 earlier round amounts are shown to members.

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