OneVest’s Post

🚨 HUGE NEWS! 🚨 If you're a firm seeking a genuine technology partner for your wealth business, this is enormous! The list of top-tier firms who believe in the OneVest story continues to grow, and I couldn’t be more excited. 🚀 Let’s connect and discuss how we can help you elevate your business. 🌟 #ClientPortal #AdvisorExperience #Onboarding #OneVest

Exciting news from OneVest! We at Pivot Investment Partners have been proud early and repeat investors in OneVest, and it’s been incredible to support their vision and journey. Today, we’re thrilled to celebrate their $20M Series B funding—a major milestone in reshaping wealth management technology. A warm welcome to Salesforce Ventures, Allianz Life Ventures, and TIAA Ventures as they join this journey, and we're pleased to continue alongside OMERS Ventures, Deloitte Ventures Canada, Fin Capital, and Luge Capital. OneVest is redefining how enterprises deliver personalized, scalable, and modern wealth solutions. With this new funding, the future of wealth management is here—and just getting started! #Fintech #Wealthtech #WealthManagement #Innovation #FundingNews #OneVest

In this quarterly letter from Scalepoint Advisors, we discuss the importance of financial preparedness with respect to capital raising. #venturecapital #vc #fintech #fractionalCFO #cfo #capitalmarkets #capitalraising #venturedebt #assetbacked

The wealth management industry is at an inflection point. As we look ahead to the largest intergenerational wealth transfer in history ($84T over the next two decades), it's clear that the technology powering this industry needs fundamental transformation. This is why I'm excited to announce that Salesforce Ventures is leading OneVest's $20M Series B round. What drew us to OneVest wasn't just the massive market opportunity - it was their thoughtful approach to solving a complex problem. Instead of building another point solution in an already fragmented landscape, Amar Ahluwalia, Jakob Pizzera, and Nathan Di Lucca chose a bolder path: creating a comprehensive, modular platform that modernizes the entire wealth management stack. Their deep understanding of both enterprise software and wealth management has enabled them to execute on this vision in a way that deeply resonates with customers. Throughout our diligence, one thing became increasingly clear - OneVest's platform isn't just about technology modernization. It's about enabling wealth managers to deliver the personalized, digital-first experience that the next generation of clients demands. Welcome to the Salesforce Ventures family OneVest! Looking forward to partnering with Amar and team on this journey. 🚀 👏 Zak Kokosa Pascha H. OMERS Ventures Luge Capital #WealthManagement #Fintech #VentureCapital https://lnkd.in/g67XhMBs

A short piece I’ve written based on the work Escode, Part of NCC Group have been doing with VCs and PE firms on how leveraging Escrow agreements can protect their investments. #fintech #mergersandacquistions #tprm #businessresilience #operationalresilience #escrow #riskmitigation

Tabs Secures $25M Series A Funding Led by General Catalyst! 🚀 Big news and another significant milestone from Tabs today! We've raised $25 million in Series A funding, led by General Catalyst, with continued support from Primary Venture Partners and Lightspeed. This funding will fuel our mission to transform revenue automation for CFOs grappling with fragmented tools, talent shortages, and operational inefficiencies. This funding will enable us to: ✅ Further technology integrations ✅ Enhance analytic capabilities ✅ Scale our go-to-market strategy and customer success teams A huge thank you to our partners, investors, and amazing customers like Cortex, Alkira, and Red Antler who continue to trust us with their financial operations. We’re just getting started and look forward to helping even more businesses unlock their full potential. https://lnkd.in/gnJByXzK #RevenueAutomation #SeriesAFunding #CFOs #FinTech #Growth #Automation #TabsPlatform

🌱 The Upside of Raising Capital from Micro VCs 🌱  👉 Swipe through to discover why Micro VCs can be the perfect partners for start-ups:    ✨  Earliest stages of funding to kickstart businesses    🔥  Risk-tolerant investments for bold, innovative ideas ✍🏻 Fast, agile decision making    🤝  Hands-on guidance to navigate the earliest stages of growth  💼 ClockWork Fund Admin manages the administrative details behind the scenes so that our client micro VC funds can focus on empowering their portfolio companies. 🌟 Let’s make your fund management seamless and headache-free 🌟

LPs have more access to data than ever. Says Evan Finkel, Head of Venture Capital Investments at Integra Global Advisors. While access is improving. Many LPs and GPs seem more focused on WHO is investing. 👉 co-investors 👉unicorns in portfolios Rather than the WHY. Sure, the unicorn chase might correlate with performance sometimes. But shouldn't we be digging deeper? Shouldn't we be going beyond the "who's in?" question and diving deeper? I expect a more data-driven approach to due diligence. What are your thoughts? Let's discuss in the comments! 🔽 #EUVCpodcast #venturecapital #angelinvesting #startupfunding #europe

What do #investors look for in growth companies? And when is a good time to start building a relationship with them? Get #IPO insights with Christopher Daniels, Head of Equity Capital Markets, Americas at BlackRock and our very own Neta Laks, Senior Relationship Manager at Poalim Tech. Register now - link in the comments below. Interested in our next #IPO_Readiness Bootcamp in New York? Send us a message for more details! #your_journey_to_IPO_runs_through_poalimtech #WeveGotYourBack

We are pleased to share that our portfolio company, OneVest has raised $20M in Series B funding, led by Salesforce Ventures, with participation from Allianz Life Ventures, TIAA Ventures, and returning investors OMERS Ventures, Deloitte Ventures Canada, Fin Capital, and Luge Capital. This funding will accelerate OneVest’s #AI-driven capabilities to enhance decision-making and #client #engagement while expanding into #alternative #investments—empowering enterprises to diversify client portfolios in a rapidly evolving financial landscape. Congratulations to Amar Ahluwalia, Jakob Pizzera, Nathan Di Lucca and the entire team on the outcome. https://lnkd.in/gnp3TFH8