K

Pivot Investment Partners logo

Pivot Investment Partners

Crunchbase
Pitchbook

Deals on record

2

Common Fundraising Type

Series B

OneVest logo
OneVest

Financial technology • Wealth management

TIAA Ventures logo
Salesforce Ventures logo
Pivot Investment Partners logo
OMERS Ventures logo

OneVest is a financial technology company that provides a modular wealth management platform with customizable solutions for financial institutions.

Series B
$20M
01/29/2025
Article

Series B
$21M
09/29/2023
Article