OneAdvisory Funding & Investors

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

Total Amount Raised: $14,900,000

OneAdvisory Funding Rounds

Seed
$8,000,000
Jan 10, 2024
Seed Investors
F-Prime
Flyover Capital
Valor Equity Partners
Fika Ventures
Twelve Below
Ritholtz Wealth Management
CoFound Partners
Great Oaks Venture Capital
Mariner Wealth Advisors
Seed
$4,300,000
Jul 10, 2023
Seed Investors
Twelve Below
CoFound Partners
Expa
Jack Abraham
Chris Hubbell
Fika Ventures
Valor Equity Partners
Seed
$2,600,000
Sep 15, 2022

Funding info provided by Diffbot.