Last deal

$8.M

Amount

Seed

Stage

11.01.2024

Date

3

all rounds

$14.9M

Total amount

General

About Company
OneAdvisory empowers independent financial advisors to build their ideal firm using advanced technology.

Industry

Sector :

Subsector :

founded date

01.01.2022

Number of employees

Company Type

For Profit

Last funding type

Seed

IPO status

Private

Description

The Miami-based company, founded in 2022, provides strategic investments and advanced technology to help independent financial advisors build their ideal firms. OneAdvisory's mission is to empower financial advisors to create successful businesses that meet their unique needs. By leveraging cutting-edge technology, OneAdvisory enables advisors to streamline their operations, increase efficiency, and better serve their clients. With a focus on innovation and collaboration, OneAdvisory is committed to helping financial advisors succeed in an ever-changing industry.
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