2023年6月13日

启动计划扩大到美国,并与主要合作银行和财富管理公司。分享:OneVest启动,提供所谓的wealth-as-a-service平台、CAD串联筹集了1700万美元资金。Omers企业领导,从现有投资者雪橇资本参与,灿烂,空军联队管理,FJ实验室,和新的投资者鳍资本,主投资伙伴,德勤企业。这次提高地方CAD在OneVest迄今总投资为2400万美元。培养在6月初关闭。卡尔加里和多伦多的公司打算使用资金,加速公司的发展,进军美国市场,其他一般企业用途。OneVest将扩大团队跨多个部门,包括企业销售、业务、产品和工程。目前,创业有35名员工,但表示,它预计将翻倍到2023年底。启动计划与进度很快宣布新的企业合作1加拿大银行和大型资产管理公司。OneVest的模型是提供一个“wealth-as-a-service”平台,一系列不同的客户,包括消费者FinTech公司、信用合作社、传统银行和财富管理公司。 It partners with companies and operates as the back end for various FinTech services and claims it helps companies launch those products more easily and quickly. Founded in 2021 by Amar Ahluwalia, Jakob Pizzera, and Nathan Di Lucca, OneVest claims that using its platform, financial institutions can seamlessly integrate and configure various components of wealth-management offerings for their customers, based on their specific needs and requirements. It also allows enterprises to automate and streamline administrative and office functions, which currently rely heavily on manual processes. Ahluwalia told BetaKit that the entry into the US could take place within the next year. “The expansion would be a continuation of our strategy, providing financial institutions with a leading wealth-management technology platform that enables them to expand their product capabilities, enhance distribution, and streamline front, middle, and back-office operations while extending innovative investor and advisor experiences,” he said. Ahluwalia claimed US enterprises were already showing a strong interest in OneVest and its services. Laura Lenz, a partner with Omers Ventures, said the fund believes the market has been primed for a new infrastructure player in the wealth management and FinTech space to emerge for some time. She noted that having had a two-year investment relationship with the startup’s founders and their team, Lenz said that Omers knows they are “best in class.” “And the data reinforces our view,” she said. “They have consistently been able to sign new customers at an accelerating pace. It is clear there is a need in the market, and they are meeting it.” According to Ahluwalia, OneVest has dozens of enterprise clients, including a number of financial institutions. He said over the coming weeks, the startup will announce new enterprise partnerships with Schedule 1 Canadian banks and large wealth-management firms. OneVest began forging partnerships in 2022, teaming up with Neo Financial to help manage that startup’s investment portfolios, and joining forces with corporate-credit startup Caary and FinTech Nuula to launch what the latter called it super app in Canada. Nuula has since been acquired by US-based Nav Technologies following the collapse of its Series A round this past January. Nuula claims its app helps small business owners track their cash flow in real time, aids them in monitoring financial and commercial metrics, and allows them to track customer sentiment, including online ratings and reviews. Caary’s corporate credit card is offered in the Nuula app to Canadian customers, while OneVest is providing personalized investment portfolios within the app. Nuula said it would move ahead with the super app combining Nuula’s technology with Caary and OneVest. Share on: