Total Funding
87
82
Total FundingSeries B raised
Growth Score 87 in past quarter
-7 pts
Heat Score 82 in past quarter
-9 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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4897
OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.
- Amar Ahluwalia: CEO and Co-Founder
- Nathan Di Lucca: CTO and Co-Founder
About the Company
OneVest is a financial technology business that creates investment opportunities. The company provides a comprehensive all-in-one wealth management platform that allows organizations to expand product capabilities, improve distribution, and streamline front, middle, and back office operations.
