🌐 How Amar Ahluwalia & OneVest Are Revolutionizing Wealth Management 🚀
After leading OneVest's Series B, investors Zak Kokosa, Pascha H., and Robert Keith sat down with CEO Amar Ahluwalia to discuss his entrepreneurial journey and vision behind OneVest. A few highlights:
💡 Inspiration Behind OneVest: "Jakob Pizzera, Nathan Di Lucca, and myself have all spent well over a decade across traditional financial services and fintech witnessing countless problems and opportunities on a daily basis. During the pandemic, we started talking about how wealth management technology is broken and legacy, and hasn’t caught up with other industries from an innovation perspective."
🤝 Why Partner Salesforce Ventures? "We wanted an investor that also felt like a partner. As part of our due diligence process, we got to meet several individuals across the business and it solidified our view that the entire team deeply understands what we’re building and what we’re trying to achieve."
💲 Lessons Learned From Fundraising: "Build relationships early, be transparent about your challenges, and focus on investors who bring more than just money to the table."
🔮 Vision For the Future: "The industry is moving toward digitization, hyper-personalization, and automation. OneVest aims to lead this evolution by providing a platform that integrates cutting-edge technology with user-centric design, making wealth management more efficient."
Read our full conversation with Amar in our latest blog post: https://lnkd.in/eTzb-RYN