We deliver wealth,
as a service

Expand or modernize your wealth management delivery with a sophisticated platform that embeds seamlessly into your enterprise.

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Enabling modern
wealth management delivery

From modernizing legacy programs to launching them for the first time: OneVest helps you get to market faster.

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Technology Companies

Embed wealth services into your platform and get up-and-running without the overhead.

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Financial Institutions

Offer a modern customer experience and upgrade your infrastructure with an end-to-end platform.

Powering our partners

Neo Financial is a leading Canadian fintech company reimagining financial experiences for the modern world. From spending to savings, investing and rewards, Neo delivers the new tools and experiences that technology makes possible.

OneVest powers the Neo Invest platform by providing customized API integration and embedded Wealth-as-a-Service.

Learn more about Neo Financial ↗Learn more about Neo Invest ↗
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Nuula is an emerging financial services company on a mission to help small business owners and entrepreneurs succeed. Nuula allows small business owners to monitor everything that matters to their business in one place - from cash flow, to revenue, to credit profiles and more - and access best in class financial solutions to build their future.

OneVest's Wealth-as-a-Service platform is embedded directly into the Nuula mobile app, powering Nuula's Wealth Management service.

    Learn more about Nuula ↗
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    Wealth API

    Deliver a modern wealth management experience to your customers by embedding OneVest services into your applications.

    Our developer-friendly API allows you to create a customized wealth management experience.

    Wealth API
    White label apps

    White-Label Apps

    Leverage OneVest's wealth platform as your own without needing to build it all yourself.

    Showcase your brand with web and mobile apps that allow you to get to market quickly and effortlessly.

    OneHub

    Seamlessly deliver wealth management in conjunction with your existing back office.

    OneVest's modular infrastructure can connect to both front-end apps and back-end systems to power as much or as little of your technology as needed.

    OneHub
    Asset Management

    Asset Management

    Integrate your own asset manager and financial products, or leverage our fully-licensed in-house asset management capabilities.

    Plug-and-play OneVest investment management and compliance without the need to navigate complex regulatory and operational hurdles.

    See OneVest in action

    We built our app to showcase the power of our platform.
    See what your experience could look like:

    Learn More
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