About OneVest
OneVest is a company based in Calgary (Canada) founded in 2021 by Jakob Pizzera, Amar Ahluwalia, and Nathan Di Lucca. OneVest has raised $38.75 million across 4 funding rounds from investors including National Bank of Canada, TIAA and Deloitte. The company has 90 employees as of May 31, 2025. OneVest offers products and services including No-code Personalization, Robust Integrations, and API Customization. OneVest operates in a competitive market with competitors including Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
- Headquarter Calgary, Canada
- Employees 90 as on 31 May, 2025
- Founders Jakob Pizzera, Amar Ahluwalia, Nathan Di Lucca
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Sectors
Technology
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Email
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Phone
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Website
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Social
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$38.75 M (USD)
in 4 rounds
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Latest Funding Round
$20 M (USD), Series B
Jan 29, 2025
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Investors
National Bank of Canada
& 11 more
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Employee Count
90
as on May 31, 2025
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Products & Services of OneVest
OneVest offers a comprehensive portfolio of products and services, including No-code Personalization, Robust Integrations, and API Customization.
Enables easy configuration of wealth management tools without coding.
Facilitates seamless integration with existing financial infrastructures.
Allows tailored API designs for wealth management solutions.
People of OneVest
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Funding Insights of OneVest
OneVest has successfully raised a total of $38.75M across 4 strategic funding rounds. The most recent funding activity was a Series B round of $20 million completed in January 2025. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in OneVest
OneVest has secured backing from 12 investors, including venture fund and institutional investors. Prominent investors backing the company include National Bank of Canada, TIAA and Deloitte.
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Early-stage tech startups are funded by corporate-backed Salesforce Ventures.
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Early-stage technology-driven companies are targeted for venture capital investments.
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Venture capital firm focused on fintech and B2B SaaS companies
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Investor details for OneVest
Investor domains, locations, round participation, and complete history require an active premium plan.
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Verified entity values are shown only after access is granted.
Investments & Acquisitions by OneVest
Investment portfolio details for OneVest
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
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- Transaction dates
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Financial Statements - OneVest
Detailed financials for OneVest
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Onevest Comparisons
Peer comparison for OneVest
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
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Competitors of OneVest
OneVest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Altruist, InvestCloud, sei and Avaloq, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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Wealth management solutions are delivered for investment advisors.
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Portfolio management software for financial advisors
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Investment management software is provided for advisors and institutions.
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Wealth and investment management solutions are offered to institutional investors.
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Cloud-based solutions for financial institutions are provided by Avaloq.
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Asset and wealth management software is provided for businesses.
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Detailed competitors of OneVest
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Latest news on Onevest
Complete news archive for OneVest
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Frequently Asked Questions about OneVest
OneVest was founded in 2021.
OneVest is headquartered in Calgary, Canada. It is registered at Calgary, Alberta, Canada.
Amar Ahluwalia is the current CEO of OneVest. They have also founded this company.
OneVest is a funded company, having raised a total of $38.75M across 4 funding rounds to date.
As of May 31, 2025, the latest employee count at OneVest is 90.
OneVest was founded in 2021 in Calgary, Canada, as a provider of a no-code platform in the wealth management sector. Modular solutions are offered for client onboarding, portfolio management, and advisor tools. Integrations and API customization are supported for compatibility with existing systems. Client portals can be personalized, fees managed, and compliance along with analytics tools utilized to support operations in financial services.
OneVest offers No-code Personalization, Robust Integrations, and API Customization.
OneVest has 12 investors. Key investors include National Bank of Canada, TIAA, Deloitte, FJ Labs, and Salesforce Ventures.