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
$20M
Jun 2023
Series A - OneVest
$13M
Apr 2022
Seed Round - OneVest
$4M
Mar 2022
Seed Round - OneVest
$4M