2023年6月15日

Wealth-as-a-Service平台公司OneVest宣布CAD係列1700萬美元的資金,因為它旨在大幅提高財富管理經驗對金融機構和他們的客戶。OMERS企業領導這一輪融資參與從現有投資者雪橇資本,羽飾企業,空軍聯隊管理,FJ實驗室,和新的投資者鰭資本,主投資夥伴,德勤企業。資金將會加速公司的增長,擴大在美國市場,其他一般企業用途。這資金的消息之際,金融機構的利潤越來越擠,這是一個廣泛的轉變,消費者和員工的期望,並增加了行政負擔,常常不能自動由於遺留技術的限製。Jakob Pizzera, 2021年由阿瑪阿盧瓦利亞和內森迪盧卡OneVest的平台提供了一個模塊化和適應性基礎設施解決方案。Wealth-as-a-Service平台的擴張,金融機構可以無縫集成和配置各種組件的財富管理為客戶提供基於他們的特定的需要和需求。加上它還允許企業自動化和簡化管理和中台功能,目前嚴重依賴手工流程。通過提供直觀的投資者和顧問接口,健壯的數據聚合,一個可靠的記錄,項目組合管理和全麵和強大的引擎,OneVest使得銀行和金融中間人很容易創建一個定製的財富服務提供,可以在幾周,而不是幾年。加上OneVest的模塊化方法允許靈活性和效率,確保企業可以構建一個定製的財富管理解決方案,將完全與他們的客戶的期望和不斷變化的市場格局。此外,該平台允許金融機構更有效地運作,簡化流程,廢除孤立的係統。 KEY QUOTES: “We are excited to support OneVest on their mission to provide full stack WealthTech solutions to the financial services ecosystem. The team has built best-in-class capabilities that will address key gaps in the North American market and democratize access to wealth management services.” — Logan Allin, Managing Partner and Founder at Fin Capital “We’ve built OneVest as a durable, highly scalable platform that can shape the future of wealth management. Financial institutions need exceptional experiences to meet both customer and advisor expectations when it comes to technology. The ability to implement a modern service with all the required compliance requirements built in, is compelling. This new capital will help us ensure financial institutions around the world are well-equipped for the future.” — Amar Ahluwalia, Co-founder and CEO of OneVest “We believe this market has been primed for a new infrastructure player to emerge for some time. Having had a two-year relationship with Amar, Jakob, Nathan and their team, we know they are best in class. And the data reinforces our view – they have consistently been able to sign new customers at an accelerating pace. It is clear there is a need in the market, and they are meeting it.” — Laura Lenz, Partner, OMERS Ventures, who also participated in OneVest’s Seed round last year Trending on Pulse 2.0