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#WealthStack Roundup

Bill Crager's iAlta Acquires Precept.

The private markets startup makes another acquisition, with more news from OneVest, Jump, DeepVest and Advisor CRM.
WealthStack Roundup: News from iAlta, OneVest, Jump, DeepVest
Wealthtech and artificial intelligence news from iAlta, Jump, OneVest, DeepVest and Advisor CRM.
spr.ly
May 1, 2026 at 7:00 PM
startupwire.bsky.social
OneVest secures $20M in Series B! With Salesforce Ventures, Allianz Life Ventures & TIAA Ventures onboard, OneVest is expanding into the U.S., enhancing AI capabilities & doubling its team. 🔥

The future of wealth management tech is here—

#Fintech #WealthManagement #AI #Innovation
shorter.me/OhyQ9
OneVest Raises $20M to Transform Wealth Management Technology
OneVest, a leading wealth management technology platform based in Toronto, has successfully raised $20 million in a Series B funding
shorter.me
January 29, 2025 at 5:54 PM
dwnnews.bsky.social
AI in finance isn’t just about trading—it’s spreading across the stack. This week’s column spans OneVest, Wolters Kluwer, S&P Global, Options Technology, CFP Board, and TIFIN—pointing to adoption across wealth, data, infra, and compliance. #AI #Fintech 📊
https://dwealth.news/?p=35195
May 22, 2026 at 3:05 PM
newsen.bsky.social
OneVest Launches Headless Account Opening API to Transform Financial Onboarding Processes#USA#New_York#Schwab#Financial_Tech#OneVest
OneVest Launches Headless Account Opening API to Transform Financial Onboarding Processes
OneVest unveils its innovative headless Account Opening API, streamlining the onboarding experience for financial advisors and companies alike.
third-news.com
August 26, 2026 at 1:27 PM
heathriel.bsky.social
Find A Co-Founder, Fund Your #startup – All at Onevest - Small Business Trends http://is.gd/rLmmab #business #venturecapital
Attention Required! | Cloudflare
is.gd
December 7, 2024 at 5:18 PM
wealthmanagement1.bsky.social
The fintech firm OneVest unveiled its agentic wealth operating system while forming a strategic alliance with the $24 billion RIA to support rapid expansion plans.
OneVest Launches AI Platform, Partners With Merit
OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors
spr.ly
March 6, 2026 at 6:00 PM
longtail-news.bsky.social
Feed: "FinanceFeeds"
By: Rick Steves on Tuesday, March 11, 2025
OneVest Partners with Envestnet for Better Wealth Management in Canada
OneVest has announced a strategic partnership with Envestnet, integrating its configurable technology solutions into Envestnet’s portfolio management platform. This collaboration is designed to provide enterprises in Canada with a seamless and scalable client experience.
financefeeds.com
March 11, 2025 at 6:40 PM
calgaryeconomic.bsky.social
OCIF is helping Calgary attract innovative companies that create jobs and diversify our economy. OneVest, a fast-growing fintech company, expanded its presence here with support from the OCIF Express program. Read more ➤ www.calgaryeconomicdevelopment.com/newsroom/fue...

#LimitlessTogether
January 21, 2026 at 5:31 PM
newsen.bsky.social
OneVest Unveils Agentic Wealth OS with MCP for Enhanced AI Connectivity#United_States#New_York#MCP_Server#OneVest#Agentic_Wealth
OneVest Unveils Agentic Wealth OS with MCP for Enhanced AI Connectivity
OneVest introduces the Agentic Wealth OS backed by MCP, enabling real-time AI access for wealth management firms to revolutionize client insights.
third-news.com
April 28, 2026 at 4:16 PM
newsen.bsky.social
OneVest Unveils Innovative MCP Server for Enhanced Real-Time AI Client Insights in Wealth Management#United_States#New_York#MCP_Server#OneVest#Agentic_Wealth_OS
OneVest Unveils Innovative MCP Server for Enhanced Real-Time AI Client Insights in Wealth Management
OneVest has introduced its MCP server, enhancing wealth management with secure AI access to real-time client data, revolutionizing workflows for advisors.
third-news.com
April 28, 2026 at 2:35 PM
newsen.bsky.social
Mackenzie Investments Embraces OneVest's Technology for Enhanced Digital Transformation#Canada#Toronto#Wealth_Management#OneVest#Mackenzie_Investments
Mackenzie Investments Embraces OneVest's Technology for Enhanced Digital Transformation
Mackenzie Investments partners with OneVest for a digital transformation journey, enhancing services for advisors and investors with innovative technology.
third-news.com
April 20, 2026 at 1:21 PM
newsen.bsky.social
OneVest GO: Revolutionizing Wealth Management for Independent Advisors with AI-Powered Tools#United_States#New_York#Wealth_Management#AI_Workspace#OneVest
OneVest GO: Revolutionizing Wealth Management for Independent Advisors with AI-Powered Tools
Discover OneVest GO, a groundbreaking AI-native workspace designed for independent advisors, enhancing client relationships and workflows.
third-news.com
March 16, 2026 at 1:14 PM
newsen.bsky.social
OneVest Introduces a Revolutionary AI-Native Wealth Management System#USA#New_York#AI_Technology#Wealth_Management#OneVest
OneVest Introduces a Revolutionary AI-Native Wealth Management System
OneVest has launched its groundbreaking Agentic Wealth Operating System, redefining the wealth management landscape by leveraging AI for autonomous operations and enhanced efficiency.
third-news.com
March 3, 2026 at 12:48 PM
newsen.bsky.social
OneVest's Leaders Honored for Excellence at WealthBriefing Awards 2026#USA#New_York#OneVest#Amar_Ahluwalia#Nathan_Di_Lucca
OneVest's Leaders Honored for Excellence at WealthBriefing Awards 2026
OneVest's CEO Amar Ahluwalia and CTO Nathan Di Lucca earn top accolades at the WealthBriefing WealthTech Americas Awards, showcasing innovation in digital wealth management.
third-news.com
February 25, 2026 at 3:42 PM
newsen.bsky.social
OneVest Enhances Multicurrency Features for Global Wealth Management Systems#United_States#New_York#Fintech#Wealth_Management#OneVest
OneVest Enhances Multicurrency Features for Global Wealth Management Systems
OneVest, a leader in fintech solutions, has expanded its multicurrency capabilities to enhance global wealth management. This update supports advisors managing international investments.
third-news.com
November 19, 2025 at 3:34 PM
newsen.bsky.social
OneVest Enhances Wealth Management via New Integration with Aviso#Canada#Toronto#Wealth_Management#Aviso#OneVest
OneVest Enhances Wealth Management via New Integration with Aviso
OneVest boosts wealth management efficiency with exciting new integration with Aviso, streamlining operations and modernizing client experiences.
third-news.com
November 18, 2025 at 9:02 PM
newsen.bsky.social
OneVest Enhances Multilingual Support for Global Wealth Management Firms#USA#New_York#Wealth_Management#Multilingual_Support#OneVest
OneVest Enhances Multilingual Support for Global Wealth Management Firms
OneVest has unveiled improved multilingual capabilities aimed at facilitating wealth management firms in providing inclusive services to their clients across various languages.
third-news.com
November 13, 2025 at 2:51 PM
newsen.bsky.social
OneVest Unveils Custodial Integration with Aviso Wealth: A New Era in Wealth Management#Canada#Toronto#Wealth_Management#OneVest#Aviso_Wealth
OneVest Unveils Custodial Integration with Aviso Wealth: A New Era in Wealth Management
OneVest has announced a new integration with Aviso Wealth that enhances connectivity and streamlines wealth management operations for firms, promoting digital transformation.
third-news.com
November 4, 2025 at 3:53 PM
2rzikkbou3ntafnir2qmmse0gwz.activitypub.awakari.com.ap.brid.gy
Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Managemen […]

[Original post on globalfintechseries.com]
March 4, 2025 at 1:40 PM
startupswire.bsky.social
OneVest secures $20M in Series B! With Salesforce Ventures, Allianz Life Ventures & TIAA Ventures onboard, OneVest is expanding into the U.S., enhancing AI capabilities & doubling its team. 🔥

The future of wealth management tech is here—

#Fintech #WealthManagement #AI #Innovation
shorter.me/OhyQ9
OneVest Raises $20M to Transform Wealth Management Technology
OneVest, a leading wealth management technology platform based in Toronto, has successfully raised $20 million in a Series B funding
shorter.me
January 29, 2025 at 5:55 PM
betakit.com
Calgary and Toronto-based #FinTech startup OneVest closes $29-million CAD Series B led by Salesforce Ventures to fuel US expansion. #YYCtech #CDNtech
OneVest closes $29-million CAD Series B led by Salesforce Ventures to fuel US expansion
Calgary and Toronto-based FinTech startup OneVest has secured nearly $29 million CAD in Series B funding to scale its presence south of the border and fuel its product development plans.
buff.ly
January 29, 2025 at 2:27 PM
dwnnews.bsky.social
Blink and you’ll miss it. ⚡️ In this week’s Advisor Tech Talk, the signal is clear: Orion, OneVest, Wealth.com, Apex, and d1g1t show how fast advisor tech is moving. Stay current to stay competitive. #wealthtech #fintech
https://dwealth.news/?p=34909
May 25, 2026 at 7:42 PM
dwnnews.bsky.social
⚡ Advisors: the wealthtech stack won’t sit still. This week’s Advisor Tech Talk rounds up the latest moves from Nitrogen, OneVest, TIFIN, Zocks & Pontera—so you can spot what matters and stay ahead. #WealthTech #Fintech
https://dwealth.news/?p=35009
May 24, 2026 at 6:25 PM
dwnnews.bsky.social
Too much wealthtech news, not enough time? This week’s Advisor Tech Talk rounds up the latest from Osaic, OneVest, BetaNXT, Envestnet, and d1g1t—one quick read to stay current. 📰 #WealthTech #Fintech
https://dwealth.news/?p=35118
May 23, 2026 at 2:21 PM
dwnnews.bsky.social
Wealthtech’s pace is relentless ⚡️ This week’s Advisor Tech Talk covers TIFIN, OneVest, BetaNXT, Envestnet & SS&C. Takeaway: stay competitive by tracking weekly platform shifts that can reshape your advisor stack. #WealthTech #AdvisorTech
https://dwealth.news/?p=35228
May 21, 2026 at 10:11 PM