OneVest Technologies Inc.

OneVest Technologies Inc. is a financial technology company headquartered in Toronto, Canada, dedicated to redefining wealth management. The company's core mission is to power the world's wealth through an AI-native, agentic operating system that unifies and modernizes wealth management processes.

The company offers a comprehensive, modular wealth operating system designed for financial institutions. Its platform provides end-to-end capabilities, including digital onboarding, account opening, money movement, client management, portfolio management, document management, compliance, and collaboration tools. OneVest also provides "OneVest GO," an AI-native wealth relationship workspace specifically for independent advisors. The company serves a broad market segment, including registered investment advisors (RIAs), broker-dealers, asset managers, banks, and insurance companies across the U.S., Canada, and global markets.

In recent news, OneVest Technologies Inc. secured approximately $29 million CAD ($20 million USD) in Series B funding in January 2025, led by Salesforce Ventures, to support its expansion into the U.S. market. The company launched its Agentic Wealth Operating System in March 2026, an intelligent engine where AI is fundamental to automating middle-office tasks and enhancing advisor workflows. Led by CEO Amar Ahluwalia, COO Jakob Pizzera, and CTO Nathan Di Lucca, OneVest aims to be a leading wealth management platform globally. Mackenzie Investments has also announced plans to utilize OneVest's operating system for new advisor and client portals.