Power

the World's

Wealth

A modern technology platform for everything wealth management

Drivewealth
Golden State
American Global
PWL Capital
CST Savings
Westwood Wealth Management
Addenda capital
BlackRock
Vanguard
Wealth Council
Global View
Picton Mahoney - Asset Manager
Wellington-Altus
ATB Financial
Neo
Peoples Group

Bring wealth management into the future

Created to meet the highest industry standards, our modern platform is user-friendly, customizable, and easily updated to keep pace with market trends and evolving customer demands.

Whether you're building from scratch or optimizing existing systems, OneVest offers a modular platform to power all your wealth management business functions.  Our turnkey platform leans on cutting-edge technology to help you deliver a personalized experience to advisors and clients, increase operational efficiency, support compliance, and keep pace with an evolving wealth management landscape.

No-code configuration

Align every aspect of the OneVest platform with your brand and business without diving into code. Tailor workflows and fields effortlessly, ensuring your branding shines through every user interaction.

Modular flexibility

Select from a suite of modules, like client onboarding, portfolio management, or client portal, to add new features and integrate with your existing tech stack.

Effortless integration

Seamless integration capabilities connect OneVest's solutions with your existing infrastructure, ensuring a cohesive ecosystem.

Customizable API

Use our robust API for deep customization, embedding the full spectrum of wealth management functionalities into your organization.

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Streamlined onboarding

Simplify the collection of KYC information with our user-friendly interface. Reduce the need for repetitive forms, and streamline personal data integration, saving time and administrative effort.

Client app

Configure our web and mobile apps to offer clients a personalized digital experience.

Advisor portal

Our advisor portal allows easy account handling, goal setting, performance monitoring, and sharing important documents securely—all in one place.

Streamlined onboarding

Simplify the collection of KYC information with our user-friendly interface. Reduce the need for repetitive forms, and streamline personal data integration, saving time and administrative effort.

Client app

Configure our web and mobile apps to offer clients a personalized digital experience.

Advisor portal

Our advisor portal allows easy account handling, goal setting, performance monitoring, and sharing important documents securely—all in one place.

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Brian Casey
, 
President & CEO

“We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience. This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”

In the news

WealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
June 10, 2025

WealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards

OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor
April 9, 2025

OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor

OneVest Unveils AI-Driven ‘Next Best Action’ feature to Revolutionize Client Engagement
March 18, 2025

OneVest Unveils AI-Driven ‘Next Best Action’ feature to Revolutionize Client Engagement

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
March 10, 2025

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape
March 6, 2025

Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape

TMX Recognizes OneVest's Series B Funding in Downtown Toronto
February 12, 2025

TMX Recognizes OneVest's Series B Funding in Downtown Toronto

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Experience the future of wealth management

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World's Wealth

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