OneVest empowers enterprises and consumers to access private wealth management through our Wealth-as-a-Service platform
Access to sophisticated wealth management: any time, anywhere.
Wealth management is moving in a new direction.
We want everyone to keep up.
Offer end-to-end wealth management to your employees, clients, and partners with our world-class Wealth-as-a-Service (WaaS) platform.Learn More
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.Learn More
Track your goals and plans, automate contributions, and leverage insights about your portfolio from the OneVest mobile app.Learn More
Invest like the pros: not the robos.
We take advantage of market opportunities and manage downside risks for you. No effort required.
Align your investment strategy with your personal and financial goals: we'll help you get there.
Take advantage of premium and traditionally less-accessible financial products and strategies.