The Calgary-based fintech company, which offers wealth management and financial advisory services, plans to use the funds for its U.S. expansion. Salesforce Ventures led the round, with participation from Allianz Life Ventures, OMERS Ventures, Deloitte Ventures and Luge Capital, among others. (The Logic)
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The Calgary-based fintech company, which offers wealth management and financial advisory services, plans to use the funds for its U.S. expansion. Salesforce Ventures led the round, with participation from Allianz Life Ventures, OMERS Ventures, Deloitte Ventures and Luge Capital, among others. (The Logic)
Talking point: OneVest was co-founded by CEO Amar Ahluwalia and currently has around 70 employees, according to PitchBook. Alongside partners including BlackRock, Vanguard and Salesforce Financial Services Cloud, OneVest plans to grow its customer base and build out its AI capabilities to “enhance decision-making and client engagement,” the company said in a release on Wednesday. OneVest aims to hire around 100 employees over the next 12 months, according to BetaKit.
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