As the holidays start and the year comes to a close, we want to take a moment to thank our incredible community for your trust and partnership. Here's to a season filled with joy, and a successful year ahead! Wishing you and your loved ones a warm and wonderful holiday season. Cheers, The OneVest Team
About us
OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.
- Website
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http://www.onevest.com
External link for OneVest
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Toronto
- Type
- Privately Held
- Specialties
- fintech, wealthtech, and banking
Products
Locations
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Primary
Get directions
Toronto, CA
Employees at OneVest
Updates
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What will be the trends shaping wealth management in 2025? From shifting client expectations to the rapid pace of innovation, the year ahead promises both challenges and opportunities. In our latest article, Yufei Man, CFA, CAIA explores the trends set to define the future of wealth management and what they mean for firms and advisors. Read the article here: https://lnkd.in/gFxm7Ash #WealthManagement #IndustryTrends #Innovation #FutureOfFinance
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OneVest is thrilled to be included in the latest edition of the Financial AdvisorTech Solutions Map! #portfoliomanagement #advisortech #fintech #wealthtech
Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024): https://bit.ly/4g84leZ And more interesting technology announcements: -All-in-one platform Advyzon has announced the upcoming launch of Auria, a family office platform targeted at advisors of ultra-high-net-worth clients -Paid lead generation service SmartAsset has announced the launch of two new prospecting tools, further expanding on its recent rollout of solutions that help advisors with nurturing and marketing to the leads it provides -Zeplyn, an AI-powered meeting note tool, has raised $3 million in seed capital as it seeks to differentiate itself as the "most accurate" AI note taking solution rather than on the breadth of different functions it can perform And new companies added to our "Financial AdvisorTech Solutions Map": -Oyster Consulting, LLC (Compliance) -401GO (401(k) Implementation) -Vantagepoint AI, LLC (Investment Data/Analytics) -Wavvest (Client Portal) -OneVest (Portfolio Management) -Mili (Client Meeting Support)
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We're excited to announce that Addenda Capital, a leader in sustainable investment management, has selected OneVest as its wealth management software provider. This decision aligns with Addenda Capital’s focus on expanding and enhancing its Private Wealth division. Read more about the news here: https://lnkd.in/grJCGNWz #fintech #wealthtech #fintechnews #wealthmanagement
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Our Engineering team is growing! We're hiring for several key roles and would love to hear from talented professionals looking to make an impact in FinTech. Learn more about working at OneVest here: https://lnkd.in/g9RJGH4g See all our open roles here: https://lnkd.in/gid-V-Xa Let’s build the future of financial technology together! #Engineering #Hiring #FinTech #OneVest #CareerOpportunities #Wealthtech
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A truly configurable wealth management platform has these six important characteristics in common. Does your software meet the criteria for configurability? Read our latest article to find out: https://lnkd.in/gJRzyVA8 #wealthmanagement #configurability #configurablesoftware #wealthtech #fintech
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The OneVest team taking over #SchwabIMPACT!
Hi #IMPACT2024 👋 Come see us at Booth #528 (No letters were knocked over in the making of this photo🤭)
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The team is ready for #SchwabIMPACT! Come see us at Booth 528 to chat about the future of #wealthmanagement technology. Lori Brisbois Samantha Pile Katie FitzPatrick Andrew MacCulloch Michael Hanson
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We're excited to announce that Westwood Wealth Management has selected OneVest as its #wealthmanagement software provider. This partnership underscores Westwood Wealth Management’s commitment to delivering an exceptional client and advisor experience with OneVest’s cutting-edge, highly configurable platform. Read more about it here: https://lnkd.in/gMmPU5Pp Westwood Holdings Group, Inc. #wealthtech #fintech #fintechnews
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Welcome to OneVest Michael Hanson! We're excited to have you jump right in and join the team next week at #SchwabIMPACT.
BIG NEWS!! I'm thrilled to embark on a new adventure as a Senior Solutions Consultant at OneVest! Very excited to collaborate with this amazing team and deliver innovative solutions to our clients. Let's go Power the World's Wealth! #OneVest #wealthtech #fintech