Wealth management technology provider OneVest this month launched what the Toronto fintech describes as “Canada’s first agentic account opening solution.” [Read more…] about Agentic Solution from OneVest a ‘Major Leap Forward’ for Onboarding Fintech
OneVest
OneVest Powers CST Spark’s New Digital Education Savings Platform
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
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
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
Two Dozen Canadian Fintechs You Can’t Afford to Ignore
This summer, Canadian-based financial technology companies have been competing for Western Canada’s first major Fintech Award. [Read more…] about Two Dozen Canadian Fintechs You Can’t Afford to Ignore