Onesheet Financial Technology Inc.

What Onesheet Financial Technology Inc. does

Onesheet Financial Technology Inc. is a privately-held, Montreal-based (Quebec, Canada) software company building an AI-augmented investing copilot platform that consolidates fundamental research, social sentiment, and brokerage execution into a single workflow. The company sells a two-tier product: Onesheet PRO, a retail-investor tier offering 10+ years of financial history, worldwide KPI coverage, and a 1-month free trial; and Onesheet Enterprise, a custom-priced offering for investment teams and advisors that bundles locally-deployed LLM inference (ONE AI), equity research workflows, portfolio consolidation, real-time reporting and forecasting, white-label deployment, and API/widget access. Underlying the stack is a multi-brokerage execution layer delivered through a SnapTrade integration, with subscriptions processed through Stripe on a recurring basis.

The go-to-market combines product-led growth for the retail PRO tier with enterprise field sales for the Enterprise tier, including demo booking via Calendly and Google Forms lead capture for Professional, Education, Public Company, and Enterprise inquiries. As of the input window, Onesheet is self-described as a small team with its full platform launch planned for Q4 2025; only three customer references are publicly named (Leonardo Bonetti, Cardinal Point, Prime Meridian), no funding rounds or revenue figures are disclosed, and primary public presence is a LinkedIn company page and a Vimeo product teaser.

Name

Onesheet Financial Technology Inc.

Legal name

Onesheet Financial Technology Inc.

Website

https://onesheet.ca

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Onesheet Financial Technology Inc. is a Montreal-based fintech building an AI-powered investing copilot that consolidates fundamental research, social sentiment, and multi-brokerage execution for retail investors and investment teams via PRO and Enterprise tiers.

Ownership category

akta.pro rank

Product category

Investment Management Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (5132)

SIC

Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Execution-Only / Self-Directed Investing Platforms (FSAAAAAI)

akta.pro secondary industries

Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)

Keywords

• Investment platform software
• Portfolio management tools
• AI investing copilot
• Multi-broker execution
• Equity research platform

Headquarters

HQ city

Montreal

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Subscription Plans (PRO & Enterprise): Onesheet offers subscription-based plans processed through Stripe with automatic renewal at billing cycle start. PRO tier provides retail investor features; Enterprise tier offers custom pricing with advanced features including local LLM deployment, API access, and white-label options.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Onesheet Financial Technology Inc. builds an AI-powered investing copilot platform that aggregates fundamental financial data, social sentiment, and KPIs to automate multi-brokerage portfolio execution. The company sells two subscription tiers: Onesheet PRO for retail investors (with a free 1-month trial covering 10+ years of financial history and worldwide data) and Onesheet Enterprise for investment teams (offering locally-run AI, API access, white-label deployment, and custom infrastructure).

Product overview

Onesheet Financial Technology Inc. offers a unified investing platform with two main tiers: Onesheet PRO for retail investors and Onesheet Enterprise for professional investment teams. The platform provides an intelligence layer that aggregates financial data, social sentiment, and fundamental metrics into automated portfolio management. Key products include the Onesheet PRO retail platform (featuring 10+ years of financial history and worldwide data coverage), the Onesheet Enterprise solution (with locally-run AI, equity research tools, and custom API/widget capabilities), ONE AI (the proprietary local LLM engine), Social Investing (for social sentiment integration), and Fiscal x Onesheet (for KPI tracking). All offerings share the core 'investing copilot' infrastructure that translates research and parameters into automated multi-broker execution.

Differentiator

Problem solved

Functional benefit

Brands

• Onesheet PRO: A platform for retail investors providing 10+ years of financial history, worldwide data coverage, and KPIs.
• ONESHEET ENTERPRISE

Products and services

• Onesheet PRO A retail investor investing-copilot platform offering 10+ years of financial history, worldwide data coverage, and KPI analytics. Functions as an automated, multi-brokerage execution layer that sits on top of existing brokerages and translates fundamental research into trades. Targeted at self-directed individual investors via self-serve signup with a free 1-month trial.
• Onesheet Enterprise

Quantifiable outcome

• 41% of Gen Z investors rely exclusively on fintech apps (market opportunity)

Named customers3 records

Segments3 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

AI capability8 records

Feature8 records

Partnerships

Three partnerships are on record, tiered core and minor.

• SnapTradecoreTechnology or IntegrationSnapTrade is a critical integration partner enabling Onesheet to connect user accounts to supported third-party brokerage accounts. Through SnapTrade, Onesheet transmits configured trade parameters for automated execution across multiple brokerages. Users must agree to SnapTrade's terms of service when connecting brokerage accounts.
• StripecoreTechnology or IntegrationStripe handles payment processing for Onesheet's subscription-based plans. By subscribing to any Onesheet plan, users agree to Stripe's terms of service regarding secure handling of payment information. Stripe enables automatic renewal billing cycles.
• Fintech CadenceminorGTM or Marketing PartnerFintech Cadence is mentioned as a partner/community organization. A photo was taken by @Darren Liao, Alberta Lead at Fintech Cadence, suggesting community and event-based partnership for visibility and networking in the fintech ecosystem.

Scale indicators1 record

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• Bloomberg Terminal: Bloomberg Terminal is the dominant enterprise platform for financial data, analytics, and execution across institutional investment teams. It competes with Onesheet Enterprise on standardized research, portfolio analytics, and global data coverage, though at vastly different scales and price points.
• FactSet: FactSet is an enterprise financial data and analytics platform used by investment professionals for portfolio analytics, fundamental research, and workflow tools. It overlaps with Onesheet's Enterprise equity research and portfolio management capabilities for institutional buy-side clients.
• Orion Advisor Tech: Orion provides portfolio accounting, reporting, and trading infrastructure for RIAs and enterprise wealth managers. It competes with Onesheet Enterprise on multi-custodian aggregation, portfolio management, and standardized workflows, though with a much larger enterprise footprint.
• TradingView: TradingView is a large charting, social-investing, and brokerage-integration platform used by both retail and professional investors. It competes with Onesheet on multi-broker integration, social sentiment, and charting, but at substantially greater scale and with a much broader feature set.

Direct peers

• Koyfin: Koyfin is a financial research and analytics platform with deep fundamentals, KPIs, and global data coverage for retail and professional investors. It directly mirrors Onesheet's 10+ years of financial history, worldwide coverage, and KPI positioning, targeting the same equity-research workflow.
• Stocktwits: Stocktwits is a social-investing platform aggregating sentiment, ticker chatter, and community-driven investment ideas for retail traders. Onesheet's social-sentiment aggregation and bias-recognition features directly overlap Stocktwits' core offering, making it a comparable peer for the social-investing component.
• Public.com: Public.com is a retail investing platform that combines multi-asset trading with social/community features and fundamental data. It is comparable to Onesheet PRO on the convergence of social investing, fundamental research, and self-directed brokerage execution for retail users.
• Addepar: Addepar is an enterprise portfolio-management and reporting platform serving advisors, family offices, and investment teams. It overlaps with Onesheet Enterprise on portfolio consolidation, multi-custodian aggregation, and standardized research workflows for professional investment teams.
• Magnifi: Magnifi is an AI-powered investing assistant that searches financial data, analyzes holdings, and surfaces trade ideas for retail investors. It is a direct competitor to Onesheet's PRO investing copilot, addressing the same 'institutional-grade tools for retail' pain point with an AI conversational layer.

Others

• SnapTrade (co-opetitor): SnapTrade is both a critical integration partner for Onesheet's multi-broker execution and a competitive infrastructure provider offering its own brokerage connectivity APIs to fintechs. As an ecosystem dependency that could at any point expand up the stack into adjacencies Onesheet targets, it is an 'other' to track.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/onesheet-ca

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Onesheet Financial Technology Inc.