WealthTech | Nov 5, 2025

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Canadian Fintech OneVest Expands in North America With AI Modular Platform After $20 million Series B

On November 5, 2025, Canadian fintech company OneVest announced the launch of its modular no-code Wealth Operating System that unifies onboarding, compliance, and client servicing for financial institutions. It's a milestone that builds on the company’s $20 million Series B funding led by Salesforce Ventures made public in January of this year. Headquartered in Calgary, with operations in Toronto, OneVest is strengthening its position as a Canadian WealthTech leader expanding across North America.

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OneVest’s platform is modular and built on open architecture, connecting CRM, financial planning, custodian, and reporting tools in one workspace. This unified, no-code system reduces complexity for firms by eliminating costly migrations and giving them full control and flexibility. The “One View. One Flow. One Hub.” framework brings client data, workflows, and oversight together in real time through an API-first design that allows firms to deploy in weeks instead of months, improving scalability, compliance, and operational efficiency.

Funding Fuels North American Scale

The Series B capital is accelerating OneVest’s growth strategy, including expansion of its technology infrastructure and product suite. With support from Salesforce Ventures, Allianz Life Ventures, and TIAA Ventures, the company is focused on serving wealth managers and banks across both Canada and the United States. The funding underscores investor confidence in OneVest’s role as a modern infrastructure provider for digital wealth management.

In March 2025, the company introduced its AI-driven “Next Best Action” feature to help advisors deliver timely, personalized client recommendations that uses artificial intelligence to modernize workflows. In April 2025, the platform also launched a customizable mobile app that extends its modular architecture to mobile channels, enhancing collaboration and access for clients and advisors.

OneVest also announced a partnership with Envestnet in early 2025 to strengthen its advisor network and connect with one of North America’s largest wealth management platforms. The collaboration adds a bilingual and customizable layer for institutions that want more flexibility in how advisors and clients interact.

Outlook

As OneVest expands, it shows how Canadian fintech companies are combining strong governance with practical, emerging technology. By focusing on open systems, automation, and interoperability, OneVest is changing how financial institutions manage client relationships and compliance.

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Once backed with the right capital, partnerships, and technology, its growth proves that Canadian fintechs can compete with the best across North America.

The National Crowdfunding & Fintech Association (NCFA Canada) is a financial innovation ecosystem that provides education, market intelligence, industry stewardship, networking and funding opportunities and services to thousands of community members and works closely with industry, government, partners and affiliates to create a vibrant and innovative fintech and funding industry in Canada. Decentralized and distributed, NCFA is engaged with global stakeholders and helps incubate projects and investment in fintech, alternative finance, crowdfunding, peer-to-peer finance, payments, digital assets and tokens, artificial intelligence, blockchain, cryptocurrency, regtech, and insurtech sectors. Join Canada's Fintech & Funding Community today FREE! Or become a contributing member and get perks. For more information, please visit: www.ncfacanada.org

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