OMERS Ventures

We're seeing a fascinating shift: instead of competing head-on with fintechs, established FIs are leveraging API middleware to modernize their digital offerings. From open banking to credit card issuance and spend management - it's all about empowering banks to deliver the seamless digital experience customers expect. Think of it as "The Empire Strikes Back" moment for traditional finance. Watch Partner Laura Lenz explain more about why it's an area of interest for our investment team:

Last night, we gathered at a beautiful restaurant in San Francisco for another Family Dinner of Fintech founders and operators, co-hosted by our friends at Stripe. As always, there was no shortage of conversation - fintech folks do an incredible job of knowledge-sharing and community connectivity. To that end, I’m doing my part to share some of the common themes we noticed throughout the evening: - Markets Are Ready for Voice Agents: Voice was arguably the most popular topic, with many founders diving into this category. - Legacy Code Upgrades: FIs using outdated code (looking at you, COBOL) need to upgrade their systems to leverage AI. The time is now—finally! - Health: Sleep, diet, and balance are a hot topic among founders. - Building in SF: Teams come to San Francisco to build because it is where great talent is found, and networking is paramount. - Middle and Lower Market Adoption: Smaller financial institutions are now more willing to adopt tech and be design partners. US banks of all sizes are wading into the water—you just can't ignore it anymore. - Re-evaluating the Venture Ladder: Everyone is critically examining the traditional "raise, burn, raise" model. - GTM and Speed: In an age where medium-term technological moats might be fading, go-to-market strategies and speed are more important than ever. - And of course, AI was a recurring theme throughout the evening, underpinning every conversation! We host these dinners for a few reasons, but chief among them is to make sure we’re as deeply embedded in the community as we can be - and that includes understanding the most topical issues facing founders and operators. A huge thanks to everyone who came and shared good food and great conversation last night. Let me know if you’d like to be invited to one of our next dinners, there is always lots of room at our table. ----- #vc #fintech #startups #tech #sf #entrepreneurship Ryan Zauk Dave Wechsler Charlie Wilson Emma Cruz Hiro Taylor

Last night, we gathered at a beautiful restaurant in San Francisco for another Family Dinner of Fintech founders and operators, co-hosted by our friends at Stripe. As always, there was no shortage of conversation - fintech folks do an incredible job of knowledge-sharing and community connectivity. To that end, I’m doing my part to share some of the common themes we noticed throughout the evening: - Markets Are Ready for Voice Agents: Voice was arguably the most popular topic, with many founders diving into this category. - Legacy Code Upgrades: FIs using outdated code (looking at you, COBOL) need to upgrade their systems to leverage AI. The time is now—finally! - Health: Sleep, diet, and balance are a hot topic among founders. - Building in SF: Teams come to San Francisco to build because it is where great talent is found, and networking is paramount. - Middle and Lower Market Adoption: Smaller financial institutions are now more willing to adopt tech and be design partners. US banks of all sizes are wading into the water—you just can't ignore it anymore. - Re-evaluating the Venture Ladder: Everyone is critically examining the traditional "raise, burn, raise" model. - GTM and Speed: In an age where medium-term technological moats might be fading, go-to-market strategies and speed are more important than ever. - And of course, AI was a recurring theme throughout the evening, underpinning every conversation! We host these dinners for a few reasons, but chief among them is to make sure we’re as deeply embedded in the community as we can be - and that includes understanding the most topical issues facing founders and operators. A huge thanks to everyone who came and shared good food and great conversation last night. Let me know if you’d like to be invited to one of our next dinners, there is always lots of room at our table. ----- #vc #fintech #startups #tech #sf #entrepreneurship Ryan Zauk Dave Wechsler Charlie Wilson Emma Cruz Hiro Taylor

Announcing the latest speaker to our all-star roster for this year's HR Confidential at Transform in March. Heather Dunn, CPO at Brex will be on stage tackling some of the top challenges and opportunities facing People leaders today. If you'll be at Transform, you can register to attend our event at the link in comments. Spice level: high 🌶️ CC. Eugene Lee Neil Motwani Julianna Vitolo

Welcome to the OneVest champions club! Salesforce Ventures, Allianz Life Ventures and TIAA Ventures join us as big believers in the potential of wealth management technology for enterprises across North America and beyond. A huge congratulations to Amar Ahluwalia and the entire OneVest team!

Super excited to yet again support our portfolio company, OneVest with their Series B and deeper expansion into the US! #fintech

Hootsuite Updates You Won’t Want to Miss! We’re bringing the freshest updates to help you crush your social media goals in 2025 (and beyond). From better collaboration to smarter reporting tools, this webinar is your backstage pass to all the new features in Hootsuite. Here’s a sneak peek: 📈 FREE Pixel Connector: Say goodbye to third-party cookies with Meta’s Conversions API Gateway. 🤝 Internal Comments in Plan: Collaborate with teammates without ever leaving Hootsuite. 📊 Streamlined Analytics: New templates make building reports easier (and way more engaging for your stakeholders). 🎉 Upgraded Year in Review: Ride the Spotify Wrapped wave with monthly and quarterly Performance Highlights reports. ✨ Bonus: Bring your burning questions, or just enjoy the legendary vibes of our webinar chatroom. Register now: https://ow.ly/u0Qo50UPto1

Calgary and Toronto-based #FinTech startup OneVest has closed $29 million CAD in Series B funding from Salesforce Ventures, Allianz Life Ventures, TIAA Ventures, OMERS Ventures, Deloitte Ventures Canada, Luge Capital, Fin Capital, and Pivot Investment Partners to fuel its product development plans and scale its presence south of the border. #YYCtech #CDNtech

Huge congrats to Amar Ahluwalia Jakob Pizzera and the entire OneVest team on closing US $20m Series B financing led by Salesforce Ventures. Panache Ventures is a proud investor and we are excited to partner with our friends OMERS Ventures Deloitte Ventures Canada Luge Capital. This funding will fuel the company's mission to revolutionize wealth management technology. See below. Let's go! 🇨🇦 🦄 Patrick Lor Panache Ventures

It's DeepSeek AI week all over the place, and if you spend any time on X then it feels like things are simultaneously all on fire or also all coming up rainbows. Unsurprisingly the middle take is the right one, and in this case it's a middle take that also includes considerable upside for just about everyone involved. Most importantly, this is a timely reminder that we're in early enough innings when it comes to AI tech in general that you could probably actually say it's still warm-ups before the game has even begun. I explain in much more detail on The Angle, where you can always get all my brain leaks for free by subscribing: https://lnkd.in/gVd9iA96