OneVest is a financial technology company redefining wealth management with an AI-native, agentic operating system. Its unified platform advances fragmented legacy systems, enabling firms to operate with greater speed, control, and scale.
The platform automates every workflow, decision, and action across the wealth lifecycle, eliminating handoffs and disconnected systems. It provides a single connected environment for advisors, operations, and home office teams to collaborate efficiently.
OneVest serves wealth management firms including RIAs, broker-dealers, banks, asset managers, and insurance companies, offering modular solutions that can be deployed individually or as a full operating system.