OneAdvisory: Funding, Investors & Team (Oct 2026)
OneAdvisory was established in Miami, Florida in 2022 to assist independent financial advisors in creating their ideal firms using strategic investments and cutting-edge technology.
OneAdvisory has raised $12.3M across 2 funding rounds on record, the most recent a Seed of $8.0M announced in Jan 2024.
That round is below the $15M median round size for Financial Services companies tracked on FundedIQ over the last two years.
OneAdvisory Company Profile and Key Stats
Latest funding round on record: Jan 2024.
OneAdvisory Funding Rounds
OneAdvisory raised $4.3M in a Seed announced in Jul 2023.
6 months later, a Seed of $8.0M was announced in Jan 2024.
OneAdvisory Founders and Leadership Team
No contact details are on record for this team yet.
OneAdvisory Funding Compared to Other Financial Services Startups
OneAdvisory's latest round of $8.0M is below the median round in Financial Services. Medians cover the last 24 months of disclosed rounds.
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OneAdvisory Funding FAQs
What does OneAdvisory do?
OneAdvisory was established in Miami, Florida in 2022 to assist independent financial advisors in creating their ideal firms using strategic investments and cutting-edge technology.
How much funding has OneAdvisory raised?
OneAdvisory has raised $12.3M across 2 rounds on record. The most recent is a Seed of $8.0M announced in Jan 2024.
When did OneAdvisory last raise funding?
OneAdvisory's most recent funding round on record is a Seed of $8.0M, announced in Jan 2024.
Who founded OneAdvisory?
FundedIQ lists Ben Upsavs (Founder), Patrick Burns (Founder) at OneAdvisory.
Where is OneAdvisory headquartered?
OneAdvisory is based in Miami, Florida, United States.
How many employees does OneAdvisory have?
OneAdvisory is in the 1-10 employee band.
How does OneAdvisory's funding compare to other Financial Services startups?
OneAdvisory's latest round of $8.0M is below the $15M median round size for Financial Services companies on FundedIQ across 5,751 tracked companies over the last two years.
About FundedIQ's OneAdvisory Funding Data
FundedIQ tracks announced funding rounds and refreshes this profile every week. Round dates, stages and amounts are normalised to a single format, converted to US dollars, and de-duplicated: two records of the same round announced days apart are merged, and two genuinely different rounds are kept apart on the amounts they disclose. Amounts shown are the disclosed figures only — a round announced without a number is listed and excluded from the total rather than estimated.
Employee counts are reported bands, not exact headcounts. Founder and executive names carry the job title on record. Anything we do not hold for OneAdvisory is left off this page rather than filled in.
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