#CRM2 has put an emphasis on transparency in #wealthmanagement, and #CRM3 is set to expand these efforts even further. How can firms leverage technology to navigate these changes and maintain client trust? Check out our latest article to see how to stay ahead of compliance requirements and improve operations with tech. Read it here: https://lnkd.in/g7BgAFtz
About us
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
- Website
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http://www.onevest.com
External link for OneVest
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto
- Type
- Privately Held
- Specialties
- fintech, wealthtech, and banking
Products
Locations
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Primary
Get directions
Toronto, CA
Employees at OneVest
Updates
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Personalization is no longer a luxury, but a necessity. So how do you cater to investors and advisors who expect experiences tailored specifically to their needs? This free guide outlines how technology can be used to create personalized experiences, leading to higher satisfaction, improved operational efficiency, and a positive impact on the bottom line. Download it here: https://lnkd.in/gNutGa-q #wealthmanagement #personalization #wealthtech #fintech
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OneVest's CEO Amar Ahluwalia will be speaking at the Bank of America Securities FinTech Private Company Conference tomorrow. Looking forward to a great event! #fintech #fintechevent #wealthtech
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Next week, OneVest co-founder and CTO Nathan Di Lucca will be moderating a panel at the Canada FinTech Symposium in Calgary, AB. Looking forward to a great inaugural event!
🌟 Exciting News! 🌟 We are thrilled to welcome David Udy from The WealthCo. Group of Companies of Companies, Nathan Di Lucca OneVest, and Leasure Forbes, BComm, CIP, CAIB MHK Insurance - Independent Brokers, Since 1913 to our InsurTech and WealthTech panel at the Canada FinTech Symposium 2024 in Alberta! Their extensive expertise and innovative insights will undoubtedly enrich our discussions and elevate the conversation around the convergence of insurance technology and wealth management. 📅 Mark your calendars for June 27th and join us at the Marriott Downtown in Calgary for this insightful event. Don't miss out on the opportunity to gain valuable perspectives from industry leaders. 📌 Register now and be part of this transformative dialogue: https://lnkd.in/ghP2gNXJ #CanadaFinTechSymposium #InsurTech #WealthTech #FinTech #Innovation #Finance #Alberta #Networking #Leadership #Event David Udy Nathan Di Lucca Leasure Forbes, BComm, CIP, CAIB Emily Wexler
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This morning, our CEO Amar Ahluwalia had the pleasure of speaking at the RBC Capital Markets Canadian Private Technology Conference. He joined Brady Murphy of Coconut Software to share insights as Canadian high-growth financial software leaders. #fintech #wealthtech #Canadiantechnology #techleaders
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On June 27, our COO Jakob Pizzera will be speaking as part of CFA Society Toronto's "Day in the Life Of" series. Jakob will share his experience as a co-founder of OneVest, and will touch on venture capital, private wealth, entrepreneurship, fintech, and lateral movements in career. #wealthtech #fintech #fintechevent #privatewealth #venturecapital, #entrepreneurship
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Congrats to our very own Megha Sharma for being named to the Advisory Board of Open Finance Network Canada!
Today, we are very excited to announce that Megha Sharma has joined OFNC as our newest Advisory Board Member! 🎉 Megha is an experienced builder and leader in the finance and technology industry. She is currently a Director of Engineering at OneVest, a modern technology platform for everything wealth management serving clients like Peoples Group, an OFNC Member. Previously, she was co-founder and CTO of Mydoh, an award-winning neobank for Canadian families, and has held roles at notable financial institutions like RBC and TD leading projects related to open banking and fintech innovations. Megha is the recipient of a number of accolades including the prestigious RBC Leo award and was named Women in Payments Canada Rising Star 2021. “Through OFNC, I have had the privilege of advocating for my passion for building secure technology, empowering consumers, and boosting innovation and competition in Canada. With this new appointment, I am excited to amplify my impact alongside other leaders from across the industry, and to leverage my skills to change Canadian finance and consumer experiences for the better!” - Megha Sharma, Director of Engineering, OneVest Welcome Megha! 🎉 Eyal Sivan Michelle Beyo Roy Kao Tara Wilson, CDI.D Donna Galloway Bhupinder Singh Daniel Kornitzer Karen Budahazy Abdi H. Carlos Beltran Cindy Zhang #OpenBanking #Canada #OpenFinance #Announcement #Consumerdrivenbanking
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Today we announced an exciting expansion to OneVest’s Model Portfolio Marketplace: the addition of Vanguard’s industry-leading suite of low-cost and high-quality ETFs. Backed by almost 50 years of experience as a global leader in portfolio construction and indexing, Vanguard’s suite of strategic ETF model portfolios will provide OneVest customers with a professionally managed, globally diversified, and potentially tax-efficient investing experience. #ModelPortfolioMarketplace #modelportfolios #fintech #wealthtech #fintechnews
OneVest to Offer a Suite of Vanguard’s Leading Low-Cost ETF Model Portfolios, Helping Modernize Model Portfolio Delivery
businesswire.com
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OneVest's Lori Brisbois and Samantha Pile will be at BNY Mellon | Pershing's INSITE 2024 conference in Nashville this week. Get in touch with them if you want to talk about the future of wealth management technology! #realinsite
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We’re thrilled to announce a strategic collaboration with BlackRock. We have officially launched our Model Portfolio Marketplace, featuring a suite of model portfolios constructed using BlackRock’s iShares ETFs. Our new Model Marketplace is unique in the industry, as it’s integrated into our configurable wealth management platform. This Marketplace, and the new offering of model portfolios provided by BlackRock, reinforce OneVest’s commitment to delivering innovative, technology-driven investment solutions that prioritize performance, transparency, and cost efficiency. #modelportfoliomarketplace #wealthmanagement #modelportfolios #fintech #fintechnews #wealthtech Helen Hayes, MBA, CDI.D
OneVest announces a strategic collaboration with BlackRock to Modernize Model Portfolio Delivery
businesswire.com