OneVest Technologies Inc.
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OneVest Technologies Inc. - overview
Established
2021
Location
Calgary, AB, Canada
Primary Industry
Financial Services
About
Based in Alberta, Canada, and founded in 2021, OneVest Technologies Inc. operates as a financial technology company that offers wealth management and portfolio management services to organizations. As of March 2023, the company is being led by its CEO, Amar Ahluwalia, COO, Jakob Pizzera, and CTO, Nathan Di Lucca. The company offers its services to Alberta, Newfoundland and Labrador, Ontario, and Quebec.
The company’s customers include fintechs, banks and credit unions, wealth managers, insurance companies, dealers and custodians, and asset managers. The firm offers wealth management services that enable organizations to provide personalized investment portfolios via a simple API to their employees. Moreover, the company offers client management, compliance, analytics and reporting and client user experience management services and other related wealth management services.
Current Investors
OMERS Ventures, FJ Labs, Conconi Growth Partners
Primary Industry
Financial Services
Sub Industries
e-Financial, Accounting/Finance Software
Website
www.onevest.com
Verticals
Cloud Computing, FinTech
Company Stage
Series B
Total Amount Raised
Subscriber access only
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