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OneAdvisory, Inc.
OneAdvisory, Inc. operates as a registered investment advisor providing wealth management, financial planning, and virtual family office services. The firm serves individuals transitioning into retirement, helping them manage investments, tax planning, and financial complexities.
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OneAdvisory, Inc. at a glance
OneAdvisory, Inc. is a wealth management company headquartered in United States. It has raised at least $20.6M across the 2 funding rounds on record. Its most recent funding round raised $18M in July 2025. Xcout tracks 6 named people at OneAdvisory, Inc., including Robert Nance (Chief Executive Officer).
OneAdvisory, Inc. leadership
- Robert NanceChief Executive Officer
- Robert NanceExecutive Officer
- Chris DownerDirector
- David JegenDirector
- Madalyn ArmijoDirector
- Rafi LurieDirector
OneAdvisory, Inc. funding rounds
At least $20.6M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $18M | — | |
| SEC Form D filing | $2.6M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
OneAdvisory, Inc. competitors
A few of OneAdvisory, Inc.'s closest competitors — see the full list of competitors and alternatives →
Celaya Holdings LLC operates as Celaya Wealth Management, a registered investment and wealth advisory firm. It provides financial planning, wealth management, and individualized investment management services designed to help clients preserve wealth and achieve their long-term financial goals.
FortyW Inc. provides wealth management, financial administration, proactive tax planning, and investment management services. The firm primarily serves executives, business owners, and individuals in their peak earning years who require assistance navigating complex financial decisions and managing their assets.
OAC Holdings I Corp., operating as OAC Capital Advisors, is a multi-family office that provides independent, personalized wealth management and investment strategies. Serving high-net-worth individuals and families, the firm operates primarily from the Cayman Islands and Miami.
PCM Encore, LLC is an independent fiduciary wealth management firm that provides personal financial advice, investment portfolio management, tax planning, retirement planning, family office services, estate legacy planning, trust services, and strategic gifting. It serves individuals and high-net-worth families with tailored financial solutions and comprehensive wealth management.
Aspiriant Holdings, LLC is an independent wealth management firm that provides financial planning, investment management, tax planning, estate planning, and family office services. The company serves individuals, families, and business owners, offering customized strategies designed to manage and preserve multi-generational wealth.
Thayer Partners, LLC is a boutique wealth management firm that provides financial planning, tax planning, investment management, and estate planning services. The firm serves individuals and families, including high-net-worth clients, to help align their financial resources with personal and life goals.
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More on OneAdvisory, Inc. in Xcout Intel
- 6 named people with titles, LinkedIn and board committees
- 2 funding rounds with the investors in each, and who they co-invest with
- The full competitor set, tracking, exports and API access