Amar Ahluwalia
Chief Executive Officer
Tomorrow's Technology.
Today's Wealth.
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.
Our Values
Flexible
We've not only created a flexible platform, but we believe in being flexible in how we work and think.
Trustworthy
We create trust by doing everything with honesty and transparency.
Innovative
We find new ways to solve old problems. Instead of catching up, we lead the charge.
Inclusive
We believe that wealth is for everyone. We also foster an inclusive culture—all people are welcome here.
Bold
We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds.
Our Investors
Leadership
Jakob Pizzera
Chief Operating Officer
Nathan Di Lucca
Chief Technology Officer
Tom Severance
Chief Revenue Officer
Robert Lynch
SVP, Technology and Customer Solutions
Rich Hart III
VP, Product
Sunay Shah
MD, Global Head of Business Development & Partnerships
Laura Carter
Sr. Dir., People & Culture
Meghan Walker
Sr. Dir., Customer Solutions
Matthew Lui
Sr. Dir., Finance
Locations
Toronto
New York
London
See the Wealth OS in action.
Book a personalized demo and see how OneVest automates your workflows, unifies your team, and scales with your firm.
About OneVest
Built for firms at every stage of scale.
Who is OneVest?
OneVest is a financial technology company modernizing wealth management. It builds a unified operating system for wealth firms and is backed by institutional investors, serving clients across North America. Its unified platform advances fragmented legacy systems, enabling firms to operate with greater speed, control, and scale.
Where is OneVest based?
OneVest operates in North America, serving wealth management firms across the United States and Canada.
What size and type of firms does OneVest work with?
OneVest works with wealth management firms of every size, from independent RIAs managing $250M to enterprise firms managing tens of billions in assets. Its customers include RIAs, RIA aggregators, independent broker-dealers, asset managers, banks, and insurance companies across the United States and Canada. Firms such as Merit Financial Advisors and Mackenzie Investments run their operating models on OneVest.
Is OneVest proven with larger firms?
Yes. Alongside independent RIAs, OneVest supports enterprise wealth firms managing tens of billions in assets, including Merit Financial Advisors and Mackenzie Investments, both of which manage more than $20B in assets. The same platform scales from boutique RIAs to national banks and insurers.