OneAdvisory

WealthTechConsulting

OneAdvisory helps independent financial advisors to build ideal firms through strategic investments and advanced technology.

2022
Founded
4y
Age
$15M
Total funding
Consulting
Area

Funding timeline

Jan 2024
Seed Round - Dispatch
$8M
Jul 2023
Seed Round - OneAdvisory
$4M
Sept 2022
Seed Round - OneAdvisory
$3M