Search Results for: Onevest

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

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

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’

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

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

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

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