Provides modular software for digital wealth management and onboarding.
| Title |
|---|
| Director, Enterprise Sales Full Time · 8+ YOE Calgary or Toronto or Canada · Remote |
| Sales Executive Full Time · 3+ YOE United States · Remote |
| Revenue Operations Manager Full Time · 8+ YOE Calgary or Toronto or Canada or United States · Remote |
| Staff Mobile Developer Full Time · 8+ YOE Calgary or Toronto or Remote · Remote |
| Activities | Wealth management softwareClient onboarding automationPortfolio management systemsFinancial data analyticsAsset management technology |
| Headquarters | CA |
| Industries | FintechWealth Management |
| Name | OneVest |
| Employees | 100 |
| Type | Private |
| Tagline | Provides modular software for digital wealth management and onboarding. |
| Founded | 2,021 |
| Website | onevest.com |
| Latest Funding Round | Series B |
| Latest Funding Year | 2,025 |
| Latest Funding Amount | 20,000,000 |
| Latest Investors | Salesforce Ventures |