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OneVest

OneVest

Tomorrow’s Technology. Today’s Wealth.

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Industry
Financial Services
Company size
96 people
Headquarters
Toronto
Type
Privately Held
Total funding
$36.7M

OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets.

fintech wealthtech and banking
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