OneVest
OneVest is a Toronto-based fintech that provides an AI-powered wealth management platform for financial institutions, with 98 employees. The company has raised $37M, including a Series B in January 2025.
The growth story
OneVest grew from 2 to 98 employees between 2020 and 2026, raising $37M along the way, most recently a Series B in January 2025.
About
OneVest sells software that helps wealth management firms automate operations using AI. Its platform aims to replace legacy systems with a unified solution for financial advisors and institutions across North America and globally.
The company has grown to 98 staff since its 2021 founding, with engineering making up over a third of its workforce. Its Series B suggests continued expansion, though headcount growth rates aren't disclosed.
Founders and leadership
Engineering dominates OneVest's structure with 34 employees. Leadership includes alumni from major financial institutions and tech firms, with a median tenure of just one year indicating rapid team evolution.
The OneVest org chart
Amar Ahluwalia (CEO & Co-Founder) leads 44 mapped leaders with 3 direct reports. Click +N to expand a team; names link to the person’s public profile.
Departments, and which ones grew
Headcount by function: Engineering 35 (-8% YoY), Research 7 (+75% YoY), Information Technology 7 (+17% YoY), Business Development 6 (0% YoY), Marketing 6 (+100% YoY), Product Management 5 (0% YoY).
Talent flow
OneVest recruits heavily from TD, InvestCloud and Morgan Stanley, each contributing 5 hires. Alumni frequently move to fintech firms like iCapital and d1g1t, with some founding startups like Persephone Social.
Most common previous employers of OneVest staff: TD (5), InvestCloud (5), Morgan Stanley (5), BlackBerry (4), Nest Wealth Asset Management (4), Scotiabank (4). Former OneVest employees most often moved to Tundra Oil & Gas (2), Communify (2), d1g1t (2), iCapital (2), Forma.ai (1), Plume (1).
Alumni worth knowing
The OneVest mafia
Four alumni-founded companies exist, including Persephone Social (13 employees) and Tokio (3 employees), showing modest entrepreneurial spillover from OneVest.
4Leora Novick, was Director of Community Development until 2013Will Shahda, was Software Engineer until 2014Mariya Popova, was Client Experience Specialist I, OVM (Acquired by Hoovest Group) until 2025Amrit Virdi, was Technical Product Manager until 2021Hiring now
Web traffic
Traffic mix: 53% direct, 31% search, 2% social, 2% paid.
What this company is made of
Most common skills at OneVest: Leadership (40), Microsoft Office (36), SQL (36), Microsoft Excel (35), JavaScript (32), Project Management (30), Teamwork (30), Agile Methodologies (29).
Where the team actually sits
OneVest people are concentrated in Ontario, Canada (26), Alberta, Canada (16), Canada (15), British Columbia, Canada (4).
Search footprint
OneVest attracts about 234 organic search visits a month, traffic worth roughly $1K a month if bought through ads. It gained 38 ranking keywords and lost 35 in the last period.
What employees say
- Compensation
- 3.80 / 5
- Career opportunities
- 4.20 / 5
- Senior management
- 4.10 / 5
- Work-life balance
- 3.90 / 5
Frequently asked
OneVest has 98 employees as of September 2026.
OneVest has raised $37M in total, most recently a Series B round in January 2025.
OneVest was founded in 2021 by Amar Ahluwalia, Jakob Pizzera, Nathan Di Lucca.
Amar Ahluwalia (CEO & Co-Founder) sits at the top of OneVest's reporting structure, with 3 direct reports.
The most common previous employers of current OneVest staff are TD (5 people), InvestCloud (5 people), Morgan Stanley (5 people).
Former OneVest employees most often move to Tundra Oil & Gas (2), Communify (2), d1g1t (2).
At least 4 companies have a founder who previously worked at OneVest, including Persephone Social, Tokio, Popova & Associates.
OneVest attracts about 234 organic search visits a month, worth roughly $1K a month in equivalent ad spend.
The most common skills among OneVest staff are Leadership, Microsoft Office, SQL, Microsoft Excel, JavaScript.
OneVest staff are concentrated in Ontario, Canada (26), Alberta, Canada (16), Canada (15).
OneVest has about 35 people in Engineering, down 8% over the past year, as of September 2026.
OneVest has about 7 people in Research, up 75% over the past year, as of September 2026.
Computed from 85 current and 77 former OneVest profiles, as of September 2026. Source: Crustdata.
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