OneVest
Financial Software · Canada · 51-200 Employees
View Company Info for Free
Overview
Headquarters
200-632 Confluence Way SE, Calgary, Albe...Phone Number
(888) 808-0348Website
www.onevest.comRevenue
$16.8 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
3
4
3
4
2
1
About OneVest
Founded in 2021 and headquartered in Calgary, Canada, OneVest is a financial technology company on a mission to reinvent wealth management. The company offers an embedded Wealth-as-a-Service (WaaS) platform that allows any enterprise to offer personalized investment portfolios via a simple API.Explore more
OneVest Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is OneVest your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if OneVest had a recent Job posting/layoffs
Funding: Get notified immidiatlly once OneVest has new funding data
Earning: See what the market has to say on OneVest recently announced quarterly report
OneVest, which may be a good buyer, showed buying intent in Masked Content Topic
Website visits: Recent activity has been detected on your website
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Check out if OneVest is spiking on competitors!
Product Launch: Get notified when OneVest launches new products
Check if OneVest has recently received funding, and reach out quickly before it becomes old news!
Congratulate Masked Content for being promoted to Masked Content at OneVest
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to OneVest
Compare insights from companies similar to OneVest, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
OneVest is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
OneVest is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about OneVest.
OneVest financials insights
Gather financial insights about OneVest, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2015
Series A
$2M
2022
Angel/Seed
$4M
2023
Series A
$12.8M
2025
Series B
$20M
OneVest Tech Stack
A closer look at the technologies used by OneVest
See more technologies
Most Recent Scoops
Open Position
Open Position
Hiring Plans
OneVest has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce.
Hiring Plans
Hiring Plans
OneVest has more open roles in Sales than it has had at any time in the past 12 months with an increased focus on technologies like Salesforce. Areas of expertise include: Profit-Based Sales Targets, and Sales Pipeline Management.
Hiring Plans
Open Position
OneVest News & Media
OneVest powers the Agentic Wealth OS with MCP for real-time AI client insights
For RIAs, banks, and broker-dealers, the OneVest MCP server unlocks secure, real-time AI access to live client data, portfolio positions, and pipeline activity, and accelerates what becomes possible when AI tools work together across an entire wealth management ecosystem. NEW YORK, April...OneVest: Partnership With Mackenzie Investments Advances Digital Transformation For ... - Pulse 2.0
OneVest, a provider of next-generation wealth management technology, announced a strategic partnership with Mackenzie Investments to support the asset manager’s digital transformation initiatives across advisor and investor experiences.Mackenzie Investments Selects OneVest's Operating System to Advance its Digital Transformation for Advisors and Investors
Mackenzie to leverage OneVest's highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions. TORONTO, April 20, 2026 /PRNewswire/ - OneVest, a leading provider of next-generation wealth management technology, today announced it is partnering with...Mackenzie taps OneVest to power next phase of advisor and client digital overhaul
Asset manager rolls out new portals and infrastructure aimed at reducing friction and boosting scale.
Read more news
Top Financial Software Companies
Top companies in New Zealand by revenue
Top companies in United Kingdom by revenue
Frequently Asked Questions Regarding OneVest
Sign Up For FreeTo access detailed company insights
Founded in 2021 and headquartered in Calgary, Canada, OneVest is a financial technology company on a mission to reinvent wealth management. The company offers an embedded Wealth-as-a-Service (WaaS) platform that allows any enterprise to offer personalized investment portfolios via a simple API.... Read More
