Wealth management reinvented:

Embedded

Omni-channel

Sophisticated

End-to-end

OneVest empowers enterprises and consumers to access private wealth management through our Wealth-as-a-Service platform

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The OneVest Platform

Access to sophisticated wealth management: any time, anywhere.

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A new way to manage your wealth

Wealth management is moving in a new direction. 
We want everyone to keep up.

Enterprise

Offer end-to-end wealth management to your employees, clients, and partners with our world-class Wealth-as-a-Service (WaaS) platform.

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Asset Management

Powered by active management, investing with OneVest means you get more than just a robot behind your portfolio: you get advice and financial planning services, too.

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Personal

Track your goals and plans, automate contributions, and leverage insights about your portfolio from the OneVest mobile app.

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The future of wealth management

Invest like the pros: not the robos.

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Active Management

We take advantage of market opportunities and manage downside risks for you. No effort required.

Goals-Based Planning

Align your investment strategy with your personal and financial goals: we'll help you get there.

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Alternative Products & Strategies

Take advantage of premium and traditionally less-accessible financial products and strategies.