Toronto-based wealthtech OneVest has partnered with CST Spark to modernize the digital tools used by families saving for post-secondary education. [Read more…] about OneVest Powers CST Spark’s New Digital Education Savings Platform
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OneVest Launches GO, a Standalone AI App to Power Agile Wealth Firms
Following the recent launch of its Agentic Wealth Operating System, Toronto’s OneVest today announced OneVest GO. [Read more…] about OneVest Launches GO, a Standalone AI App to Power Agile Wealth Firms
OneVest Launches Agentic Wealth Operating System
Toronto-based fintech OneVest has unveiled its Agentic Wealth Operating System, an artificial intelligence–native platform designed to automate operational workflows across wealth management firms. [Read more…] about OneVest Launches Agentic Wealth Operating System
OneVest Refreshes Brand, Now Offering ‘Tomorrow’s Tech for Today’s Wealth’
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. [Read more…] about OneVest Refreshes Brand, Now Offering ‘Tomorrow’s Tech for Today’s Wealth’
OneVest and Envestnet Partner to Enhance Wealth Management in Canada
Toronto-based fintech OneVest is transforming wealth management in Canada through a new partnership with Envestnet, a leader in digital financial advisory solutions. [Read more…] about OneVest and Envestnet Partner to Enhance Wealth Management in Canada
OneVest and Apex Fintech Solutions Partner to Advance Digital Investing
Calgary’s OneVest, a leader in wealth management technology, has entered into a strategic collaboration with Apex Fintech Solutions to enhance digital investor experiences for financial firms. [Read more…] about OneVest and Apex Fintech Solutions Partner to Advance Digital Investing
OneVest Raises $27M to Advance Wealth Management Tech
Toronto-based fintech OneVest has secured $27 million in Series B funding to enhance its wealth management technology platform. [Read more…] about OneVest Raises $27M to Advance Wealth Management Tech
LIVO Leverages OneVest to Launch Investment Platform in Canada
Earlier this year Calgary.tech singled out wealth-as-a-service platform OneVest as a homegrown Calgary tech startup to watch on a quest to improve wealth management for financial institutions and their customers. [Read more…] about LIVO Leverages OneVest to Launch Investment Platform in Canada
OneVest Raises $17 Million For Wealth-as-a-Service Platform for Financial Institutions
Earlier this year Calgary.tech singled out wealth-as-a-service platform OneVest as a homegrown Calgary tech startup to watch on their quest to dramatically improve the wealth management experience for both financial institutions and their customers. [Read more…] about OneVest Raises $17 Million For Wealth-as-a-Service Platform for Financial Institutions
Rise People Partners With OneVest To Fully Integrate Wealth Management
Vancouver’s Rise People has partnered with wealth management platform OneVest to make personalized wealth management accessible to all employees on the Rise platform. [Read more…] about Rise People Partners With OneVest To Fully Integrate Wealth Management