Key facts
- It has raised $38.3M across 1 recorded rounds; the latest was Early Stage VC (Series B) ($20.1M) in Jan 2025.
- Notable investors include FJ Labs, Salesforce Ventures, Pareto Holdings, Fin Capital, Panache Ventures — 17 tracked in total.
- Status: Privately Held (backing).
Leadership
- Nathan Di LuccaCo-Founder & Chief Technology Officer
- ·Post-money valuations for all 1 rounds
- ·The complete investor list — 17 names
- ·Watchlist + deal alerts for OneVest
Funding rounds
1 roundsAbout OneVest
Developer of a wealth management platform designed to automate and streamline administrative and middle office functions. The company's platform facilitates comprehensive, all-in-one wealth management services through expertise and financial tools to enhance client and advisor experiences, enabling businesses to expand product capabilities, improve distribution and streamline operations while extending investor and advisor experiences.
- Industry
- Financial Software
- Sector
- Information Technology
- HQ
- Toronto, Canada
- Founded
- 2021
- Employees
- 100
- Website
- onevest.com/
- Ownership
- Privately Held (backing)
OneVest doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in OneVest shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on OneVest in its N-PORT filings yet. We sweep new filings monthly.