22–23 SeptHappening nowI’m at Beacon Collective: Illuminate 2026Event details

OneVest

WealthTechInvestment

OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.

2021
Founded
5y
Age
$35M
Total funding
Investment
Area

Funding timeline

Jan 2025
Series B - OneVest
Jun 2023
Series A - OneVest
Members only
Apr 2022
Seed Round - OneVest
Members only
Mar 2022
Seed Round - OneVest
Members only

3 earlier round amounts are shown to members.

Create a free account

Ask our AI about OneVest

A profile says who they are. Ask what it means: market size, ARR estimated from headcount, number of competitors, and implied runway and burn. Answered with sources.

Start researching