OneVest
PrivateLast Round
Series B
Jan 29, 2025
Total Funding Raised
$38.34M
Momentum
Top 50%
of companies Caplight tracks
Company Overview
OneVest operates in FinTech and is based in Toronto. Its latest recorded funding round was a Series B round in January 2025.
OneVest is a financial software company that provides a modular, end-to-end wealth management platform for financial institutions.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Historical Pricing
Historical view of private secondary pricing and transaction trends.
OneVest Comparables
Compare OneVest with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Nevis | 84% | |
| d1g1t Inc. | 84% | |
| Objectway Group | 82% |
For institutional investors. Book with your work email.
OneVest Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series B | Jan 29, 2025 | ||||
| Series A | Jun 13, 2023 | ||||
| Seed | Apr 26, 2022 | ||||
| Pre Seed | Jun 1, 2021 |
For institutional investors. Book with your work email.
Key People
Founding team and executive leadership
For institutional investors. Book with your work email.
OneVest Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Deloitte Ventures | Series A, Series B |
| Panache Ventures | Seed, Series A |
| NAventures | Seed |
| Harvest Venture Partners | Seed, Pre Seed |
| Salesforce Ventures | Series B |
| AAF Management | Seed, Series A |
| Pivot Investment Partners | Series A, Series B |
For institutional investors. Book with your work email.
Market signals
Structured signals derived from secondary market and firmographic data.
- Jul 26, 2026
Monthly visitors grew 109% MoM, reaching 15.5K.
- Apr 20, 2026
Launched new digital client and advisor portals in partnership with Mackenzie Investments.
For institutional investors. Book with your work email.
Recent news
Latest coverage and updates
- signs_new_clientNov 12, 2026
PWL Capital Inc. selects Onevest to power digital client onboarding and account opening.
- partners_withNov 12, 2026
Onevest and PWL Capital Inc. announce a strategic partnership in Canada on Nov 12th '26, with PWL Capital Inc. using Onevest's digital client onboarding and account-opening tools to support investment advisors as it grows across Canada.
- integrates_withSep 28, 2026
Onevest incorporated Schwab Inc.'s digital onboarding into its offering, enabling paperless, automated account opening through OneVest Workspace and pre-built integration modules in New York on Sep 28th '26.
- launchesSep 23, 2026
Onevest Corporation launches Canada’s first agentic account opening solution for wealth management in Canada on Sep 23rd '26, with an AI agent that automates client onboarding from intake through account funding while keeping professionals in control.
- integrates_withSep 23, 2026
Onevest Corporation integrates its agentic account opening solution with CI Investment Services Inc. in Canada, connecting custodial workflows to support end-to-end account onboarding for wealth management firms on Sep 23rd '26.
For institutional investors. Book with your work email.
OneVest Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
Book a demoFor institutional investors. Book with your work email.
Frequently Asked Questions
Common questions about OneVest's valuation, stock price, and market status.
Is OneVest a public or private company?
OneVest is a private company.
What is the current stock price of OneVest?
OneVest is a private company, so its shares have no public market price. Caplight tracks OneVest's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is OneVest worth (valuation)?
Valuation information for OneVest is not publicly available.
Can I buy OneVest stock?
OneVest shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was OneVest's last funding round?
OneVest's most recent funding round was Series B on January 29, 2025.
Who are the main investors in OneVest?
Key investors in OneVest include Harvest Venture Partners, Salesforce Ventures, Luge Capital, OMERS Ventures.
Will OneVest IPO soon?
No public IPO plans have been announced for OneVest.
How can I track OneVest secondary market activity?
Caplight tracks bids, offers, and trades in OneVest's shares on secondary markets.