Tech Company Financing Transactions
OneAdvisory Funding Round
OneAdvisory, based in Miami, secured $4.3 million in funding from Atomic, CoFound Partners and Expa Capital.
Transaction Overview
Company Name
Announced On
7/10/2023
Transaction Type
Venture Equity
Amount
$4,300,000
Round
Seed
Investors
Atomic (Jack Abraham)
ICONIQ Capital (Chris Hubbell)
Proceeds Purpose
OneAdvisory helps financial advisers collect and sync data between the many different software tools they use to manage their clients' accounts. It uses machine learning to scan and grab client data from documents like tax returns, pay stubs, brokerage, life insurance, and mortgage statements.
Company Information
Company Status
Private & Independent
Industry
FinTech
Mailing Address
2125 Biscayne Blvd 208
Miami, FL 33137
USA
Miami, FL 33137
USA
Phone
Undisclosed
Website
Email Address
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
Management Team
Title
Name
Email & Social
Chief Executive Officer
Robert Nance
Co-Founder
Madalyn Armijo
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