Earlier this year we reported on Toronto-born financial technology upstart OneVest securing a $27M Series B round from a slew of investors including Salesforce Ventures, Luge Capital, and Pivot Investment Partners.
OneVest’s modular platform helps financial institutions modernize their wealth management services, offering end-to-end or customizable solutions for banks, Registered Investment Advisors, asset managers, and insurance companies.
“We enable RIA firms to deploy and scale rapidly, delivering differentiated client experiences without being held back by outdated systems,” explains cofounder Amar Ahluwalia, who serves OneVest as chief executive officer.
This month, OneVest unveiled a brand refresh on top of updates to its unified, modular, no-code solution powered by intelligent workflows.
“We are quickly scaling to meet the market at a pivotal time, as legacy vendors struggle to keep pace with the demand for modern, flexible technology,” stated Ahluwalia.
Ahluwalia says OneVest delivers four core advantages: Modular infrastructure built on open architecture; configurable, no-code workflow tools; a unified single source of truth; and turnkey integrations that enable firms to go live faster.
These advantages were delivered by an array of products including unified client-advisor experience tool One View, intelligent workflow engine One Flow, and One Hub, a central command centre for the entire firm.
“Our excitement, and the excitement of our investors, revolves around the strength of our platform and our proprietary workflow technology,” remarked the CEO.
The Canadian fintech’s new slogan—”Tomorrow’s Technology, Today’s Wealth”—spearheads a brand refresh that a statement from OneVest says “reflects the firm’s approach to unifying fragmented data and interactions into a seamless wealth management experience.”
OneVest has worked with institutions such as digital financial advisory solutions provider Envestnet as well as Apex Fintech Solutions.
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