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OneVest launches model portfolio marketplace

Plus, news from FusionIQ, Conquest, CapIntel

Amar ahluwaliaHoward atkinsonInteractive brokersInteractive brokers canada incInteractive brokers canadaConquest planningCapintel correlate

OneVest announces a strategic collaboration with BlackRock to Modernize Model Portfolio Delivery

TORONTO (BUSINESS WIRE) May 29, 2024

United statesEmily wexlerHelen hayesAmar ahluwaliaModel portfolio marketplaceModel marketplaceShares strategic allocationUnified managed accountShares canadaStrategic asset allocationBusiness wire

Global View Capital Advisors Selects OneVest as its Wealth Management Platform Partner

Global View Capital Advisors Selects OneVest as its Wealth Management Platform Partner
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

Amar ahluwaliaJeff woolleyInvestment fundCanadian investor protection fundWealth technologies incOnevest management incCanadian investment regulatory organizationExperior financial groupView capital advisors selects onevestWealth management platformView capital advisorsGlobal view capitalUnified managed accountGlobal viewGlobal view capital advisorsExperior financial

Fintech OneVest Announces $17M Series A To Support Financial Institutions Digital Capabilities

Fintech OneVest Announces $17M Series A To Support Financial Institutions Digital Capabilities
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United statesAmar ahluwaliaLaura lenzLogan allinJakob pizzeraLuge capitalPanache venturesFin capitalPivot investment partnersDeloitte venturesNathan di luccaManaging partnerNorth american

Wealth management startup OneVest raises $17 million

OneVest, the startup that says it offers a wealth-as-a-service platform, has raised $17 million CAD in Series A funding.

United statesJakob pizzeraLaura lenzFintech nuulaAmar ahluwaliaLuge capitalPanache venturesFin capitalPivot investment partnersNathan di luccaNeo financialNav technologies