OneVest

OneVest integrates AI into wealth-management workflows, from client context to supported actions with permissions.

OneVest Engage provides clients with digital access to firms through web, mobile, messaging, and document sharing.

Bring clients, data, daily work, AI assistance, and developer access into one connected OneVest Core workspace.

Hear from wealth firms using OneVest to connect their operations, support their teams, and scale with confidence.

Expert analysis on wealth tech trends, advisor productivity, and industry innovation for the modern financial professional.

The page explains how wealth firms can use AI and a connected client record to personalize service across portals, messaging, and meetings with supervision.

How to run AI vendor due diligence in wealth management: read the SOC 2 Type II report, map model providers, test AI actions and confirm audit evidence.

Company news, product announcements, and press coverage from OneVest — the Intelligent Wealth Operating System.

The company offers a core product and customizable solutions for wealth firms.

Compare OneVest and Addepar across complex portfolio data, alternatives, reporting, workflows, integrations, AI, implementation, and pricing.

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OneVest is a financial technology company that modernizes wealth management with an AI-native platform.

OneVest connects client data, relationships, and firm workflows on one open, AI-enabled platform for wealth management firms.

Privacy Policy — OneVest legal policy.

View the official legal disclosures, regulatory information, and terms of service governing the use of the OneVest Wealth Operating System platform.

Terms of Service — OneVest legal policy.

Waas Agreement — OneVest legal policy.

OneVest secures $29 million CAD in Series B funding from Salesforce Ventures to expand operations in the United States. The FinTech startup, based in Calgary and Toronto, uses the capital to accelerate its growth beyond Canada. OneVest specializes in wealth management and investment tools for advisors and clients.

Jan 2025BetaKitNews article

OneVest partners with Westwood Wealth Management to integrate its wealth management technology for advisors and clients. The collaboration aims to enhance service delivery through advanced financial tools. Westwood Wealth Management adopts OneVest’s platform to streamline operations and improve client experiences.

Nov 2024Yahoo FinanceNews article

OneVest introduces a no-code wealth platform designed to offer financial institutions scalable and personalized wealth management solutions. The platform aims to streamline service delivery while maintaining customization for clients. The company positions it as a transformative tool for the fintech sector.

Oct 2024InvestmentNewsNews article

OneVest raises **$24 million** in funding to expand its wealth-as-a-service platform, positioning itself as a competitor to **Wealthsimple**. The firm targets financial advisors by offering integrated technology solutions for client management and investment services. OneVest emphasizes scalability and ease of adoption for advisors seeking digital tools.

Jun 2023Wealth ProfessionalNews article