OneVest is a financial technology company on a mission to power the world’s wealth. Its end-to-end platform enables financial institutions to modernize key functions across wealth management—from client onboarding, advisor and client applications and portfolio management to analytics and compliance. Designed with a modular architecture, OneVest allows firms to tailor and scale their solutions to meet specific needs.

OneVest is redefining how modern wealth infrastructure is built and delivered for today's modern investor.