We empower independent financial advisors to build their ideal firm using advanced technology.
Location: United States, New York
Employees: 1-10
Total raised: $4.3M
Investors 1
| Date | Name | Website |
| 10.10.2022 | Fika Ventu... | fika.vc |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 11.07.2023 | - | $4.3M | Fika Ventu... |
Mentions in press and media 4
| Date | Title | Description |
| 11.01.2024 | Perplexity AI’s challenge to Google hinges on something simple but tough—being the best | There are two major Steve Jobs movies. I learned this talking to Perplexity AI cofounder and CEO Aravind Srinivas, who wanted to be clear with me—he was talking about the Steve Jobs movie featuring Michael Fassbender, not Ashton Kutcher. Re... |
| 11.07.2023 | 6+ things to know in #MiamiTech: OneAdvisory raises $4.3M, Playmaker HQ acquired, plus news from Nicklaus Children’s, Venture Miami & more | Facebook Tweet Pin LinkedIn Email 1 Wealth-tech startup OneAdvisory raises $4.3M OneAdvisory, a wealth-tech startup based in Miami, has raised $4.3 million in seed funding to build software for financial advisers. Investors in the round inc... |
| - | OneAdvisory | “RIAs of all sizes use OneAdvisory’s digital platform for instant paperless onboarding, diverse investment management options, and customized firm-wide & access controls.” |
| - | Dispatch (Formerly OneAdvisory) Raises $8 Million To Improve Client Data For RIAs | OneAdvisory – the first wealthtech solution enabling effortless client data management for registered investment advisors (RIAs) – recently announced that it has raised $8 million in seed funding. The funding round was led by global venture... |