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OneAdvisory

Miami, FL

We empower independent financial advisors to build their ideal firm using advanced technology.

oneadvisory.co

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Company Details

Founded

2022

Employees

Between 20 - 50 employees

Raised

$14,900,000

Headquarters Location

Miami, FL

Public

No

Acquired

No

Founders

Peter Gonzalez
kpdecker Kevin Decker
kpdecker Kevin Decker
Madalyn Armijo
Madalyn Armijo
Adam Benvie
Adam Benvie
Rob Nance
Rob Nance

Company Collections

These are collections OneAdvisory is a part of. Click on the collection name to view similar companies.

OneAdvisory Headquarters Location

2150 N Bayshore Dr #905, Miami, FL 33137

Total Amount Raised: $14,900,000

OneAdvisory Funding Rounds

  • Series A

    $18,000,000

  • Seed

    $8,000,000

  • Seed

    $8,000,000

    Seed Investors

    F-Prime Capital
    Flyover Capital
    VALOR
    Fika Ventures
    Twelve Below
    Ritholtz Wealth Management
    CoFound Partners
    Great Oaks Management
    Mariner
  • Seed

    $4,300,000

  • Seed

    $4,300,000

    Seed Investors

    Twelve Below
    CoFound Partners
    Expa
    Jack Abraham
    Chris Hubbell
    Fika Ventures
    VALOR
  • Seed

    $2,600,000

  • Seed

    $2,600,000

Funding info provided by Diffbot.

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