Tag : Pivot Investment Partners

OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management
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OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

Business Wire
by Business Wire0
OneVest, a comprehensive wealth management technology platform, announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, and......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance News

OneVest Raises $17 Million and Launches Wealth-as-a-Service Platform

Business Wire
by Business Wire0
OneVest enables banks, wealth managers, asset managers, and other financial institutions to deploy digital capabilities across the enterprise Wealth-as-a-Service platform, OneVest, announced CAD$17M in Series A funding as it aims to dramatically improve the wealth management experience for both financial institutions and their customers. The round, which is led by......
OpenFin Secures $35 Million in Series D Investment
Investment Services News

OpenFin Secures $35 Million in Series D Investment

PR Newswire
by PR Newswire0
Investment round led by Bank of America with significant participation from Pivot Investment Partners and ING Ventures OpenFin, the operating system (OS) of enterprise productivity, announced that it has secured $35 million in Series D investment. The latest funding round was led by Bank of America with significant participation from Pivot......
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