Tag: OneVest

WealthTech company OneVest, which provides a modular wealth management technology platform, has secured $20m in a Series B funding round.

Canadian sustainable fixed income funds have made a robust start to the year, with the Morningstar Canada Sustainable Fund Landscape for Q1 2024 reporting an impressive $193.3m in inflows.

OneVest, a WealthTech firm aiming to significantly upgrade wealth management experiences for both financial institutions and their clients, has just announced a noteworthy CAD$17m in Series A funding.

Canada-based OneVest, an embedded wealth management platform, has collected CAD 5m ($3.8m) in a venture funding round.