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OneVest
Wealth management products
- 21-100 employees
- Fintech
- B2B
- Enterprise
- Financial Services
- SaaS
- API
- East Village, Calgary, AB
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Company mission
To make investing more accessible to everyone, and available anytime, anywhere and through any channel.
Our take
Wealth management has historically been the preserve of, well, the wealthy. Now, however, fintech developments have seen a flurry of startups bringing these services to the everyday consumer. The only problem is that assembling the right team, building a good product, and jumping through the regulatory licensing hoops can really hobble the rate of progress. OneVest has developed a suite of turnkey digital investment solutions to help these startups pick up the pace.
OneVest’s APIs allow tech companies and financial institutions to embed digital wealth management services in their client-facing products. Recent years have seen a rise in demand for digital wealth management and investment services, so the relatively young OneVest was savvy in identifying and closing in on this market opportunity.
OneVest has in fact moved impressively fast to build out its tech stack and secure various kinds of regulatory licensing since its launch. This demonstrates a real appetite and capacity for disruption. It will likely prove critical in securing a leading position in Canada’s as-of-yet relatively rigid wealth management sector.
Steph
Company Specialist at Welcome to the Jungle
Benefits
- Group Health Plan: We provide medical, dental, and vision through a competitive group insurance plan
- Stock Options: Full-time, permanent employees are offered stock options: we believe we all succeed together!
- Growth & Learning: We’re growing fast - and there are lots of opportunities to advance your career as our team grows
- Hybrid Team: Whether you’re in or out of the office, we trust you to get your work done your way
- Vacation: Plenty of time to rest and recharge with 3 weeks vacation and an extra week over the December holidays
- Dog-Friendly Office: Can’t stand to be away from your pooch but, like people too? Bring your dog to the office
Company values
- Inclusivity: A rising tide raises all ships: our strengths come from our team
- High Performance: We're relentless in the pursuit of excellence
- Innovation: If it were easy - everyone would do it
Funding (2 rounds)
Jun 2023
$12.2m
SERIES A
Apr 2022
$3.6m
SEED
Total funding: $15.8m
This company has top investors
Leadership
Amar Ahluwalia
(CEO)Previously worked in capital markets at BMO Capital Markets, Capco, and ROI Capital. Spent a year teaching economics at Seneca College, then took VP roles at OnDeck and Coast Capital Savings.
Nathan di Lucca
(CTO)Held various engineering and managerial roles at Donesafe and Kudos.
Jakob Pizzera
(COO)Originally a bonds and derivatives trader at TD Securities, then moved on to consult with PwC Canada. Subsequently worked in operations at Ritual and Shopify, and product strategy at Element AI.