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Onefi - Next Gen Asset Manager
AddedFeb 16, 2024
UpdatedJun 18, 2026
Onefi - Next Gen Asset Manager

Onefi - Next Gen Asset Manager

Operating

OneFi is an AI-powered app for managing global bank accounts & Web3 portfolios, offering Robo advisory and financial reports.

Location
Rhode Island, US
Founded
2020
Firm
Compare
Fundraising
Employees
Website

OneFi - Next Gen Asset Manager focuses on providing AI-powered financial management services that cater to both traditional banking and Web3 portfolios. The firm offers a comprehensive Robo advisory service designed to manage and grow assets with a focus on minimizing risk and maximizing returns. OneFi's platform supports over 300 global banks and provides users with the ability to monitor and manage their financial assets seamlessly.

Key decision-makers at OneFi include experts affiliated with One Financial Technology Limited. The firm's investment philosophy is rooted in applying Nobel Prize-winning theories to optimize financial growth while limiting downside risks. OneFi also offers unique value-add services such as exporting global financial reports, ensuring users can verify their asset values across both Web2 and Web3 platforms. The firm operates out of key locations in Hong Kong, Tokyo, and Shenzhen, emphasizing robust security measures to protect user assets.

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Onefi - Next Gen Asset Manager - Classification

NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 9 more industry codes
NAICS
  • 522000Credit Intermediation and Related Activities
  • 522300Activities Related to Credit Intermediation
  • 522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
  • 6000Depository Institutions
  • 8700Engineering, Accounting, Research, Management, And Related Services
  • 6090Functions Related To Depository Banking
  • 8740Management And Public Relations Services
  • 6099Functions Related To Depository Banking, Not Elsewhere Classified
  • 8742Management Consulting Services