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.
businesswire.com/news/home/2025…
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. bit.ly/40SRqJ6
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.
