OneAM has successfully raised $4.7 million in Seed funding, led by TTV Capital, with participation from Correlation Ventures, ThirdStream Partners, and other strategic backers. The round marks a strong endorsement of OneAM’s mission to build the next-generation wealth management platform tailored for the evolving needs of both investors and advisors.

---

Bridging the Gap Between Technology and Human Insight

Founded by Ksuha McCormick and Charlotte Ng, OneAM aims to transform how individuals and advisors manage assets in a world increasingly shaped by automation, personalization, and digital-first finance.

The company’s platform combines AI-driven portfolio management with human expertise, allowing financial advisors to scale their practice while maintaining a personalized experience for clients. Unlike traditional wealth management systems that are slow to adapt, OneAM’s approach blends the precision of data analytics with the context of human judgment, creating a hybrid model that’s both efficient and empathetic.

“We’re building the infrastructure for modern wealth management - where technology amplifies human insight, not replaces it,” said co-founder Ksuha McCormick. “Investors want personalization, transparency, and accessibility - and advisors need tools that enable that at scale.”

The $4.7 million capital infusion will allow OneAM to expand its engineering, compliance, and partnership teams, while accelerating integrations with major custodians and financial data providers.

---

The Wealth Management Industry Is Undergoing a Massive Transformation

The timing for OneAM’s launch couldn’t be better. According to Allied Market Research, the global wealth management market - valued at $1.25 trillion in 2023 - is expected to surpass $3 trillion by 2032, growing at a CAGR of 10.3%.

A huge part of this growth is being driven by digital adoption. A Deloitte study revealed that 70% of new investors under 40 prefer hybrid advisory models that combine digital platforms with human advisors. Meanwhile, McKinsey predicts that wealth-tech platforms will capture nearly $200 billion in revenue by 2030 as investors increasingly seek automated and customized solutions.

OneAM’s hybrid model fits squarely in this emerging landscape. By empowering advisors to automate compliance, streamline client onboarding, and deliver dynamic financial insights through AI, the platform enables wealth professionals to focus on what truly matters - building trust and helping clients achieve their financial goals.

---

The Founder’s Edge in Building Tools That Empower Experts

What sets OneAM apart isn’t just its technology - it’s the philosophy behind it.

In an era where automation often replaces human roles, OneAM flipped the script: instead of replacing advisors, it builds technology that makes them indispensable.

This insight is pure gold for founders in any industry where expertise meets disruption.

Too many startups try to eliminate the professional - the banker, the doctor, the teacher - believing automation equals innovation. But the real value lies in enhancement, not elimination.

By designing tech that multiplies the power of human judgment, OneAM ensures advisors remain central to the process while scaling their capacity. And that’s the deeper lesson: in complex, high-trust markets, innovation succeeds when it strengthens human credibility, not when it tries to erase it.

Founders building in fintech, healthtech, or any expert-led industry can take note - the companies that win are those that turn professionals into superhumans, not relics.

OneAM understood this early. Its design centers on collaboration, where AI automates the routine but humans make the final call. It’s a structure that reflects what the future of all service industries will look like - tech as the multiplier, humans as the differentiator.

---

Backed by Leading Fintech Investors

OneAM’s investors include some of the most influential firms in fintech and venture capital:

• TTV Capital, known for backing industry-shaping fintechs such as Greenlight and Bill.com.
  
• Correlation Ventures, a data-driven VC firm specializing in early-stage growth across technology verticals.
  
• ThirdStream Partners, focused on financial services innovation and advisor tools.
  

These investors bring not only capital but also deep operational and industry expertise, supporting OneAM’s long-term vision of scaling wealth management technology globally.

“The wealth management industry is at a tipping point,” said Charlotte Ng, co-founder and CTO. “We’re building OneAM to help advisors thrive in that transformation - not by replacing their role, but by evolving it.”

---

Why the Future of Finance Is Hybrid

The next generation of investors expects financial services to be as seamless as their favorite apps - but with the depth and trust of a personal advisor. This is exactly where OneAM excels.

Its hybrid infrastructure merges AI-driven analytics, client relationship automation, and real-time performance tracking, giving advisors a 360-degree view of their clients’ financial health.

As the financial industry becomes more data-intensive, advisory practices that don’t modernize risk losing relevance. OneAM’s system ensures advisors remain competitive by combining automation with emotional intelligence, a balance that’s becoming the new gold standard in wealth management.

---

Strategic Growth and What’s Next for OneAM

With the newly raised funding, OneAM plans to:

• Expand its engineering and compliance teams to enhance scalability and data security.
  
• Deepen integrations with custodians and financial data networks.
  
• Launch new features for real-time portfolio insights, client onboarding automation, and AI-driven opportunity analysis.
  
• Enter new markets across North America and Europe, targeting registered investment advisors (RIAs) and wealth management firms.
  

The company is also exploring partnerships with banks and fintech platforms to extend its hybrid model beyond wealth management, potentially into retirement planning, impact investing, and family office services.

---

A New Standard for Financial Empowerment

As digital-first investing reshapes how people interact with money, OneAM is setting the tone for a more collaborative financial future - one where humans and technology work in harmony.

By raising $4.7 million, OneAM isn’t just building another wealth management tool - it’s redefining what it means to be a financial advisor in the modern era.

Because at the end of the day, innovation isn’t about replacing human expertise - it’s about amplifying it. And OneAM’s hybrid approach might just be the blueprint for the next decade of finance.

---