Entity
  • OneVest

    Created in 2014


  • Trend leader (A+)
    Existing signals make this entity one of the most dynamic startups
  • Social networks

    106 70 6,911
  • Entity types

  • Location

    Toronto, ON, Canada

    Toronto

    Canada

  • Employees

    Scale: 51-200

    Estimated: 86

  • Engaged catalyst

    3
    0 0
  • Added in Motherbase

    6 years, 1 month ago
Description
  • Value proposition

    Power the World's Wealth

    OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

    fintech, wealthtech, and banking

  • OneVest Wealth Management Software

    OneVest is a wealth management technology company offering a configurable, modular platform for financial firms and advisors.

  • https://www.onevest.com/
Catalyst interactions
Catalyst TypeTweets Articles
Deloitte
Deloitte
Consulting, audit, Business Consulting and Services
Deloitte
Consulting, audit, Business Consulting and Services
Other

30 Sep 2023


Money20/20
Money20/20
Events Services
Money20/20
Events Services
Other

31 Oct 2022


Capital Factory
Capital Factory
Startup accelerator & VC, Investment Banking
Capital Factory
Startup accelerator & VC, Investment Banking
Other

18 Nov 2014


Social network dynamics
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