Onevest Overview and Funding Opportunities

Onevest is a unique platform that offers funding opportunities for startups and small businesses. It was founded in 2012 and is headquartered in New York City.

Onevest has a strong focus on community building, providing resources and support to its members. This includes access to a network of experienced entrepreneurs and investors.

The platform offers two main funding options: convertible notes and equity investments. These options are designed to meet the specific needs of startups and small businesses.

OneVest has secured significant funding to advance its wealth management technology platform. One of its notable funding rounds was a $27 million Series B funding.

OneVest has also raised $17 million for its wealth-as-a-service platform, which aims to improve the wealth management experience for both financial institutions and their customers. This funding will help the company further develop its platform.

In addition to these funding rounds, OneVest has secured $5 million in venture financing for Canada's first Wealth-as-a-Service (WaaS) platform. This funding will help the company establish itself in the market.

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OneVest has raised a total of $16.65 million over three rounds, as seen in the funding table below:

OneVest's funding rounds have been led by various investors, including the United Kingdom Fintech Canadian Technology Accelerator. The company's valuation has also been increasing, but the exact figures are not publicly disclosed.

Nathan Di Lucca is the CTO and Co-Founder of Onevest. He brings a wealth of experience to the table.

Onevest's leadership is comprised of talented individuals who share a common vision for the company's success.

Nathan Di Lucca is the CTO and Co-Founder of Onevest. He plays a crucial role in the company's technical direction and growth.

Onevest is fortunate to have Nathan's expertise in leading the development of its innovative platform.

The Onevest Team is a talented group of individuals who work together to make a difference. 62 people are employed at Onevest.

One of the key strengths of the Onevest Team is their diversity, which is reflected in the number of people employed.

Their expertise and knowledge are what drive the success of the company, making them a valuable asset.

OneVest has partnered with Rise People to integrate wealth management into their platform, making it accessible to all employees on the Rise platform.

This partnership allows for personalized wealth management, which can be a game-changer for individuals looking to manage their finances effectively.

OneVest is working with Rise People to make wealth management more accessible to everyone, not just the wealthy.

Their goal is to provide a simple and straightforward way for people to manage their finances and achieve their financial goals.

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OneVest has 11 investors, including the United Kingdom Fintech Canadian Technology Accelerator, which invested in OneVest's Incubator/Accelerator funding round.

OneVest's investors are primarily based in Canada, with some having ties to the US. For example, AAF Management is based in Washington, while FJ Labs is based in New York.

OMERS Ventures and Luge Capital are two of the investors, both of which have invested in OneVest's Seed VC and Series A funding rounds. These rounds took place from 2022 to 2023.

Here's a list of OneVest's investors:

The incubator/accelerator funding round for OneVest took place on March 6, 2024, with the United Kingdom Fintech Canadian Technology Accelerator being the investor.

Onevest is an equity crowdfunding platform that empowers entrepreneurs and investors by focusing on early-stage startups. It's a registered broker-dealer and member of FINRA/SIPC.

Onevest was founded in 2014 after the merger between RockThePost and CoFoundersLab, and it's based in New York. The founders include Alejandro Cremades, Tanya Prive, and Shahab Kaviani.

Onevest provides securities via the North Capital Private Securities Corporation (NCPS), a registered broker-dealer, member of FINRA/SIPC. This ensures that all transactions are secure and compliant with regulations.

Onevest has a two-tiered due diligence process that includes background checks, product testing, and competition analysis. The team also evaluates the startup's go-to-market strategy.

Here are the requirements for startups to be listed on Onevest:

Onevest supports projects from countries all around the world, making it a global platform for startups and investors.