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OneVest provides wealth and portfolio management software for financial organizations.
Founded in 2021 and based in Alberta, Canada, OneVest provides wealth and portfolio management services to fintechs, banks, credit unions, wealth managers, insurers, dealers, custodians, and asset managers. Its platform supports personalized portfolios, client management, compliance, analytics, reporting, and client experiences through an API. CEO Amar Ahluwalia, COO Jakob Pizzera, and CTO Nathan Di Lucca lead the company.
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