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OneAdvisory

Miami, FL

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

oneadvisory.co

Company Details

Founded

2022

Employees

Between 20 - 50 employees

Raised

$14,900,000

Headquarters Location

Miami, FL

Public

No

Acquired

No

Founders

Rob Nance
Rob Nance
Madalyn Armijo
Madalyn Armijo

Company Collections

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OneAdvisory's Industries

OneAdvisory Headquarters Location

2150 N Bayshore Dr #905, Miami, FL 33137

Total Amount Raised: $14,900,000

OneAdvisory Funding Rounds

  • Seed

    $8,000,000

    Seed Investors

    F-Prime Capital
    Flyover Capital
    VALOR
    Fika Ventures
    Twelve Below
    Ritholtz Wealth Management
    CoFound Partners
    Great Oaks Management
    Mariner

  • Seed

    $4,300,000

    Seed Investors

    Twelve Below
    CoFound Partners
    Expa
    Jack Abraham
    Chris Hubbell
    Fika Ventures
    VALOR

  • Seed

    $2,600,000

Funding info provided by Diffbot.

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