OneVest
@OneVest
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We are excited to announce OneVest’s partnership with @Envestnet_ ! . This collaboration will integrate OneVest’s configurable technology solutions within Envestnet’s powerful portfolio management platform.
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RT @SalesforceVC: "There are no brilliant ideas. Only brilliant execution." . Our team interviewed @OneVest CEO @AmarAhluwalia15 on his fou….
salesforceventures.com
“There are no brilliant ideas. Only brilliant execution.”
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Excited to announce our strategic collaboration with @apexfintech to transform the wealth management technology landscape.
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We’re proud to announce that OneVest has secured $20M USD in Series B funding, led by Salesforce Ventures. This funding fuels our mission to Power the World’s Wealth and revolutionize wealth management technology for enterprises across North America.
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We're thrilled to officially announce the launch of our platform in the U.S. market! Read the full announcement here:
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OneVest has been named to the list of Top 25 #WealthTech Providers for 2024 by Wealth Professional Canada Magazine. This list celebrates the firms behind indispensable tools driving and maximizing advisors’ business operations.
wealthprofessional.ca
The leading wealth tech providers are recognized for elevating advisors’ ability to serve their clients with superior technical analysis, compliance, and customizable design features
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Global View Capital Advisors proudly announces its partnership with OneVest as its chosen #wealthmanagement platform for Canadian advisors.
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We're thrilled to announce that we are on this year's #WealthTech100 list! This list by FinTech Global recognizes the world's most innovative #WealthTech providers transforming the operations of investment firms, private banks, and financial advisors.
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We're excited to announce we've entered into a strategic partnership with TrueNorth. We'll work together to deliver next-gen #wealthmanagement tech solutions to banks and financial institutions across North America. #fintech #wealthtech #fintechnews
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Our CEO Amar Ahluwalia will be speaking on a panel at the KBW Fintech & Payments Conference, Feb. 27-29 in New York. Come say hello, and learn about how wealthtech innovations are improving advisor and client experiences. #KBWfintechpayments #wealthtech #fintech #fintechevent
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Thrilled to announce our latest customer collaboration with Glidepath Portfolio Services. By adopting our wealth management technology, Glidepath will enhance client services, bringing even greater value to their offerings. #wealthmanagement #wealthtech #fintech #fintechnews
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We're thrilled to announce we've ranked 12th out of 200 companies on the Forbes list of Canada's Best Startup Employers! We're so proud of our team and our culture here at OneVest, so this recognition means a lot to us.
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Our CEO Amar Ahluwalia recently spoke with Authority Magazine about the importance of digital transformation, and how to use it to take your company to the next level. . #digitaltransformation #fintech #wealthmanagement #wealthtech.
medium.com
Using data for better decision making: Having a lot of data is great, but only if you can draw conclusions from it, and action on it. If…
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We are incredibly excited to announce that @OneVest has raised a $17m Series A led by @OMERSVentures with participation from existing investors and new investors @FinVentureCap, @Deloitte, and Pivot Investment Partners.
betakit.com
The startup plans to expand to the US and partner with major banks and wealth-management firms.
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Earlier this month, we hosted our first annual company team building event. Looking to learn more about our culture? Visit our website to get to know us: . #teambuilding #teamevent #fintech #canada
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📢 Join our Co-Founder and CEO Amar Ahluwalia at the @OpenBankingExpo this Thursday for a discussion on open finance and the financial inclusion gap alongside Sandeep Achar, Mo Banjoko, Carlos Beltran, and Cindy Zhang. Learn more: . #OpenBanking #OBExpo
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🚀 We’re excited to announce that we’ve partnered with Manzil, an innovative FinTech on a mission to bring financial services to underserved Canadians. Learn more here: . #embeddedfinance #wealthmanagement #investing #canada
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📢 Join OneVest Co-Founder & CEO Amar Ahluwalia live at Money20/20 alongside @EPAMSystems, @finavator, and @Mambu_com for an engaging discussion about Embedded Finance. #Money2020USA
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