Toronto-based fintech OneVest is transforming wealth management in Canada through a new partnership with Envestnet, a leader in digital financial advisory solutions.
The collaboration aims to provide enterprises with a seamless, scalable, and customizable client experience while enhancing efficiency and compliance.
The partnership introduces a pre-integrated, white-labeled platform that allows enterprises to tailor both desktop and mobile applications to their specific branding and business needs. By leveraging OneVest’s technology, enterprises can streamline onboarding, automate portfolio management, and enhance compliance processes, reducing operational overhead. The platform also features bilingual capabilities in English and French, ensuring a broader reach for financial advisors.
“This partnership represents a major leap forward in our mission to Power the World’s Wealth,” said Amar Ahluwalia, CEO of OneVest. “By joining forces with Envestnet, we’re equipping enterprises and advisors with cutting-edge technology that not only enhances the client experience but also adapts to their evolving business requirements.”
Blake Wood, Head of Platform Strategy at Envestnet, emphasized the enhanced capabilities the partnership brings to the Canadian market. “This collaboration broadens Envestnet’s ability to meet client needs with a bilingual user interface that enables advisors to deliver a more personalized and impactful experience,” he said.
Envestnet, which manages over $5 trillion in assets, provides technology solutions to thousands of financial institutions across North America. Integrating OneVest’s modular wealth management solutions ensures that enterprises remain competitive in an evolving financial landscape.
OneVest continues to lead with its end-to-end wealth management platform, offering adaptable and embedded finance solutions that rival traditional providers. Earlier this year, OneVest secured $27 million in Series B funding—led by Salesforce Ventures—to further develop its platform. This investment underscores its rapid growth and ability to attract major industry partners like Envestnet.
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