Tagged: onevest

January 30, 2025 @ 5:18 pm By Omar Faridi  |  

OneVest, a wealth management technology platform, announced the closure of a $20 million Series B equity funding round. The investment round was reportedly led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include the following: OMERS Ventures,… Read More

June 21, 2023 @ 11:25 pm By Omar Faridi  |  

Wealth-as-a-Service platform OneVest announced CAD$17M in Series A funding as it aims to improve the wealth management experience for both financial institutions and their customers. The investment round, “which is led by OMERS Ventures with participation from existing investors Luge Capital, Panache Ventures, AAF Management,… Read More

May 4, 2016 @ 4:13 pm By JD Alois  |  

OneVest co-founder and Executive Chairman Alejandro Cremades has published an open letter criticizing the structure and requirements of Regulation CF under Title III of the JOBS Act.  Cremades notes that while the Act appeared promising back in 2012 when the final rules were announced his… Read More

November 5, 2015 @ 10:45 am By Samantha Hurst  |  

Santander InnoVentures, a $100 million fintech venture capital fund of Santander Group and Onevest. Onevest recently announced 1000 Angels, an investment platform designed to “reinvent venture capital”.  Onevest also operates the CoFoundersLab as part of its strategy to develop an entire startup ecosystem. According to Alejandro Cremades, Onevest… Read More

July 28, 2015 @ 12:50 pm By Samantha Hurst  |  

Onevest announced on Tuesday it is about to reach $2M in financing for its Series A round after self–crowdfunding on its own platform. The company’s round of funding has five days left on the platform before it closes. The platform launched the 506c offering to celebrate the implementation of Title IV… Read More

July 6, 2015 @ 10:07 am By JD Alois  |  

Millennium Trust is a large IRA custodian you probably have never heard of unless you are in a similar business or a client of the firm. Headquartered in Chicago, Millennium Trust operates nationally but has set it sights on getting far bigger. The privately held… Read More

June 19, 2015 @ 9:00 am By JD Alois  |  

OneVest, a New York based investment crowdfunding platform, has announced a Series A self-crowdfunding round – coordinated with the implementation of Title IV of the JOBS Act. The offer, a 506(c), is now live on the OneVest site.  OneVest stated they will be self-crowdfunding between… Read More

April 24, 2015 @ 9:17 am By JD Alois  |  

North Capital Private Securities (NCPS) has formed a partnership with OneVest to provide broker/ dealer services for the equity crowdfunding platform. OneVest is the combination of RockThePost and CoFoundersLab – a merger that took place in mid-2014.  Tanya Privé, co-founder & CEO of OneVest said… Read More

March 25, 2015 @ 10:50 am By Samantha Hurst  |  

PENSCO Trust Company released a report today on key trends driving the surging popularity of equity crowdfunding. In the 2015 PENSCO Crowdfunding Report preeminent voices in crowdfunding and early stage investing discuss the leading edge of private equity and provide tips for investors in search of these… Read More

January 28, 2015 @ 1:52 pm By Samantha Hurst  |  

Fund Wisdom, an equity analytics firm analyzing online equity offerings, released its first annual Investment Insight report for 2014. The report details industry-wide online private equity offerings from top investment platforms including AngelList, SeedInvest, WeFunder, Onevest, Fundable, EquityNet, Return On Change, CrowdFunder, and EarlyShares for… Read More

November 20, 2014 @ 4:04 pm By Samantha Hurst  |  

Onevest, an equity crowdfunding provider, announced the launch of Learn.Onevest.com, a free peer-to-peer learning platform where startup founders and early stage investors may discover curated videos and articles to become more successful in the startup industry. “The mission of Learn.Onevest is to create an online learning community for… Read More

July 16, 2014 @ 10:28 am By Samantha Hurst  |  

Equity crowdfunding site RockThePost has announced a merger with CoFoundersLab seeking to create a one-stop shop for investors to simplify their search and due diligence process. CoFoundersLab is an online and in-person matchmaking network that scientifically builds startup teams.  The two companies have merged to create a new… Read More