Funded Tech Companies

OneAdvisory

Based in Miami, OneAdvisory has funding from Twelve Below, Valor Equity Partners and The Compound Capital Fund I.

Company Overview

Contact Information

Company Background Information

Overview

RIAs of all sizes - from solo practitioners to TAMPs - use OneAdvisory's platform for instant paperless onboarding, diverse investment management options, and customized firm-wide access controls.

Profile

Social Media

Company News

Facebook

YouTube

Last Transaction

1/11/2024

Financing History

Management Team

Title

Name

Email & Social

Chief Executive Officer

Robert Nance

        

Co-Founder

Madalyn Armijo

        

Company Investors

• Twelve Below
• Valor Equity Partners
• The Compound Capital Fund I
• Flyover Capital
• CoFound Partners
• Great Oaks Venture Capital
• Fika Ventures
• F-Prime Capital
• Atomic (Jack Abraham)
• Expa Capital
• ICONIQ Capital (Chris Hubbell)

Browse more funded tech companies:

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