Company profile: OneVest
1.1 - Company Overview
Company description
- Provider of a Wealth-as-a-Service platform delivering wealth management and financial services to enterprises, including tools for launching and operating automated investment advisors (Robo-Advisor and Robo-in-a-Box), a unified client management platform for data, analytics, and compliance, risk management with real-time data and fraud tools, and analytics and reporting with dashboards and business insights.
Products and services
- Robo-in-a-Box: Modular product that enables rapid deployment of a market-ready automated investment advisor, helping enterprises quickly establish automated investing offerings
- Robo-Advisor: Enterprise-grade platform that architects and operates automated investment advisors with minimal resources, enabling launch and ongoing management of digital investment services
- Client Management: Centralized platform unifying all client and investment data, analytics, and compliance, delivering consolidated records and oversight for enterprise-wide client and investment management
Key contacts
🔒
🔒
Financial details
🔒
1.2 - Competitors and similar companies to OneVest
Crowdworks
HQ: Norway
Website
- Description: Provider of a fundraising platform connecting growth companies with startup communities and investors.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Crowdworks company profile →
CleanCapital
HQ: United States
Website
- Description: Provider of an online marketplace that accelerates clean energy by enabling accredited individuals—including institutional investors, family offices, and investment funds—to invest in secure, diversified clean energy projects and monitor investments in real time, while offering developers access to capital.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CleanCapital company profile →
SS&C
HQ: United States
Website
- Description: Provider of investment and financial software-enabled services and software for the global financial services industry, offering fund and hedge fund administration; private markets fund administration, tax, investor services, and technology; bespoke client communications and portfolio insights; CRM for asset managers; and distribution solutions to support AUM growth.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full SS&C company profile →
Forge Global
HQ: United States
Website
- Description: Provider of a global private securities marketplace that creates an accessible, liquid, and transparent private market, serving the private market ecosystem through technology, data, and expertise to forge connections and facilitate liquidity for investors and shareholders.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Forge Global company profile →
Gravitas
HQ: United States
Website
- Description: Provider of collaborative outsourcing solutions for the hedge fund space, delivering front- and middle-office capabilities via its proprietary Gravitas Platform, powered by the Gravitas Cloud. Founded in 1996 and based in New York, with offices in Chicago, Greenwich, Mumbai and Ahmedabad.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Gravitas company profile →
🔒
2.M&A buyers
2.1 Potential strategic acquirers in the sector
🔒
🔒
🔒
🔒
View all strategic buyers with complete profiles
Start Free Trial →
2.2 - Strategic buyer groups for OneVest
🔒
Buyer group 1: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 2: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔒
Buyer group 3: ████████ ████████
●● companies
Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
🔒
View all companies in this group
Request Free Trial Now →
🔓 Unlock all detailed buyer group breakdowns with complete company profiles
Start Free Trial →
3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to OneVest
2.2 - Growth funds investing in similar companies to OneVest
🔒
View all growth equity funds with complete profiles
Start Free Trial →
4 - Top valuation comps for OneVest
4.2 - Public trading comparable groups for OneVest
🔓 Unlock all public trading comparable groups with complete valuation data
Start Free Trial →