One Capital Management

Westlake Village, United States Founded: 2001 • Age: 25 yrs Acquired By CI Financial
Diversified investment management services are provided to clients worldwide.

About One Capital Management

One Capital Management is a company based in Westlake Village (United States) founded in 2001 was acquired by CI Financial in December 2019.. One Capital Management has completed 1 acquisition, including Professional Planning.

  • Headquarter Westlake Village, United States
  • Sectors
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Banking & Financial Institutions
Key Metrics
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People of One Capital Management
Headcount 50-200
Employee Profiles 6
Employee Profiles
People
Jeremy Folse
Senior Associate | IT Systems Engineer
People
Shelley Myer
Executive Director | Client Experience
People
Tom Marostica
Director, IT

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Funding Insights of One Capital Management

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

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Feb, 2021 Amount Post-IPO - Grab Valuation

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Investors in One Capital Management

One Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include CI Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Institutional
Investor Description Founded Year Domain Location
Wealth management and asset management advisory services are provided.
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by One Capital Management

One Capital Management has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Professional Planning. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Wealth management services are provided by Professional Planning since 1973.
1973
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - One Capital Management

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

One Capital Management Comparisons

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Competitors of One Capital Management

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on One Capital Management

Frequently Asked Questions about One Capital Management

When was One Capital Management founded?

One Capital Management was founded in 2001.

Where is One Capital Management located?

One Capital Management is headquartered in Westlake Village, United States. It is registered at Westlake Village, California, United States.

What does One Capital Management do?

One Capital Management was founded in 2001 and is headquartered in Westlake Village, United States. Operations focus on the financial services sector, where a range of investment management strategies is employed. Services include portfolio management, asset allocation, and advisory support for institutional and individual investors. Geographic emphasis is placed on the U.S. market, with diversified approaches to equities, fixed income, and alternative investments.

How many acquisitions has One Capital Management made?

One Capital Management has made 1 acquisition, including Professional Planning.

Who are One Capital Management's investors?

One Capital Management has 1 investor. Key investors include CI Financial.

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