Allianz Life Ventures backs OneVest
Canadian startup OneVest has raised $20 million in Series B funding, led by Salesforce Ventures, with participation from Allianz Life Ventures, TIAA Ventures, and existing investors such as OMERS Ventures, Deloitte Ventures, and Fin Capital.
The funding will support North American expansion, product development, and advancements in AI and alternative investments.
Founded in 2021, OneVest’s platform offers modular wealth management solutions for banks, RIAs, and asset managers, streamlining processes and integrating with partners like BlackRock, Vanguard, and Salesforce Financial Services Cloud.
The company aims to modernize wealth management by enhancing advisor tools, client engagement, and investment options.
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