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WealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
New York, NY – June 10, 2025 - Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest’s commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office. As the industry evolves, OneVest’s modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market.
Recognized by the Industry
That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards:
Client Onboarding/New Account Opening – Digital Onboarding Platform
Innovation Platforms – Next Best Action Powered by AI
These honors validate OneVest’s leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity.A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space.Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the “Work Smarter, Not Harder: AI’s Role in Operational Excellence” panel held on Tuesday, June 10 at 2:50–3:30 PM ET.The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment.
Orchestrating the Entire Wealth Stack
OneVest’s platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance.An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations.These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work.
Streamlined Advisor Onboarding for Growing Firms
OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent.Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it’s a costly and inconsistent experience that strains transition teams and jeopardizes client retention.OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed.
About OneVest
OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation. Contact: marketing@onevest.com
Keep Reading
NewsOnevest Recognized as a 5-Star Wealth Tech Provider by Wealth Professional
We're proud to share that Onevest has been recognized as a 2026 5-Star Wealth Tech Provider by Wealth Professional. The annual report highlights the firms genuinely moving the needle for modern advisors, solving the problems wealth managers face every day, from onboarding and planning through monitoring, reporting, and compliance. The award recognizes a specific set of standout features that the 5-Star providers share: automating low-value work across the lifecycleleveraging specialized, explainable AIdelivering personalized, digital-first client experiencesbeing purpose-built and deeply aligned with regulatory and operating realitiesclearly expanding advisor capacity, reach, and economics For wealth managers and advisors, the question is no longer whether to invest in technology, but which providers are genuinely solving real-world problems. The 5-Star Wealth Tech Providers are the partners firms turn to when legacy systems slow growth, when data is scattered across platforms, or when manual processes can no longer keep pace with regulatory and client demands. Being named to this list reflects the work we've done alongside our clients to build a platform that scales with them. At the centre of that work is the Onevest Agentic Wealth OS, our platform built directly around the needs of modern wealth management firms. It unifies onboarding, planning, portfolio management, monitoring, reporting, and compliance on a single foundation, with a specialized AI agent that takes on the repetitive work that has traditionally consumed advisor time. The Agentic Wealth OS is shaped by the same forces this award recognizes: rising client expectations, mounting compliance demands, fragmented data, and the need to grow capacity without growing headcount. It is our answer to the problems the firms on this list set out to solve. We're proud to be acknowledged on each of these dimensions, and equally proud of the company we're keeping on the list. To our clients, partners, and the Onevest team, thank you. Read the full report on Wealth Professional
NewsOneVest opens the Agentic Wealth OS with MCP for real-time AI data access and agentic action
For RIAs, banks, and broker-dealers, the OneVest MCP Server unlocks secure, real-time AI access to live data, portfolio positions, and pipeline activity, and accelerates what becomes possible when AI tools work together across an entire wealth management ecosystem. NEW YORK, NY – April 28, 2026 – Today, we’re launching the OneVest MCP Server, a Model Context Protocol bridge designed to securely expose wealth management workflows to Large Language Models. Where OneVest's recently released Agentic Wealth OS delivers execution across the wealth management enterprise, the MCP server extends that intelligence into any MCP-compatible AI tool, including Anthropic's Claude, Cursor, and others, connecting it directly to a firm's live environment: live data, current pipeline, outstanding tasks and much more. The AI works from inside the system of record, in real time, not from a snapshot or a data export. Built on an open standard, the OneVest MCP Server does not operate in isolation. It works alongside any other MCP-compatible tool in the market, unlocking use cases that compound as more of the wealth management industry adopts the standard. OneVest customers will now be positioned at the center of that ecosystem. The Result? Agentic Can Now Go Further. The OneVest MCP Server enables wealth management firms to operate with a level of AI connectivity that most platforms are still building toward. Advisors and wealth managers can interact with live data, manage their full book of business, and execute workflows through natural language, without leaving the AI tools they already use. Firms that deploy MCP-connected systems today are building a competitive advantage that compounds over time, and the OneVest MCP Server is how firms get there now. “The Agentic Wealth OS was built to eliminate the manual labor tax on advisors and operations teams. The MCP server is what makes that promise portable,” said Jakob Pizzera, COO of OneVest. “Now the AI our clients use every day, whatever tool that is, connects directly to live data and executes real wealth management work. That is the vision of the Agentic Wealth OS fully realized: intelligence that acts, wherever the advisor already is.” One Secure Connection, Across Every Workflow and Every Tool. The OneVest MCP Server delivers a single, secure connection into the entire wealth management workflow. An advisor who prefers working in Claude can now chat with Claude and execute directly inside the OneVest system, pulling a full client briefing, searching their book of business, logging a call, or updating a record through natural language. Operations teams can query live AUM, track opportunity pipelines, and generate custom reports, all without the manual overhead. Every MCP session is authenticated and strictly scoped to each user and each firm, with no cross-firm data access possible by design, giving banks, RIAs, and broker-dealers the compliance posture they require without any additional infrastructure to manage. The OneVest MCP Server is built on an open standard, it works alongside any other MCP-compatible tool a firm connects, from research and market data to document management and internal systems, all inside the same AI session and under the same authenticated identity. For the firm, every new connection compounds the value of the ones already in place. What the OneVest MCP Connects The MCP server gives AI agents live, secure access to the core of the wealth management workflow. It is not read-only. The AI can query and write back to the CRM, creating and updating clients, contacts, accounts, positions, transactions, and more, all scoped to the authenticated user’s permissions. Because OneVest implements the open MCP standard, firms are not committed to a single AI vendor. The integration works with any MCP-compatible AI today and with whatever tools emerge tomorrow. The firm chooses the AI. OneVest provides the live connection. “No firm should ever have to choose between the AI tools they want and the wealth platform they trust,” said Nathan Di Lucca, CTO of OneVest. “The MCP server is how the Agentic Wealth OS becomes truly ambient. It is the execution layer that lets any AI agent move from conversation to action, inside the system of record, in real time. Most wealth management platforms have this on a roadmap. OneVest offers this today.” The New Standard: An Agentic Wealth OS That Meets Advisors Where They Are OneVest is setting a new benchmark in wealth technology. Not just an AI-native platform that executes inside its own walls, but one that extends that execution to any AI tool a firm chooses to deploy. The intelligence layer and the system of record are now one, regardless of where the advisor is working. Most wealth management platforms are still describing this future. OneVest’s clients are already operating in it. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets. Contact marketing@onevest.com
NewsTwo awards. One vision: wealth management, reimagined.
PWM Wealth Tech Awards 2026 We’re proud to announce that OneVest has been named a winner in two categories at the 2026 PWM Wealth Tech Awards, one of wealth management’s most respected industry recognitions, published annually by Private Wealth Management, a Financial Times publication. PWM Wealth Tech Awards 2026: WINNERS Best Supplier for Use of AIBest Supplier for Client Onboarding Technology These awards reflect the work our team has been doing to fundamentally rethink how wealth management firms operate. Not just digitize the old way of doing things, but rebuild from the ground up. In March 2026, we launched the Agentic Wealth Operating System: an AI-native platform designed to automate the operational workflows that slow wealth management firms down from account opening and document processing to compliance checks and data handling. The Agentic Wealth OS moves beyond simple alerts and notifications. It’s a true “Jobs to be Done” engine, one that understands context, takes action, and improves the fragmented, paper-heavy processes that have long burdened advisors and operations teams. The result: less time on administration, more time with clients. Being recognized in both AI and onboarding is meaningful to us, because those two categories aren’t separate. The future of onboarding is AI-powered, and the future of AI in wealth management is only as good as the client experience it creates. A thank you to our team, our partners, and the firms who trust us to power the future of wealth management. Check out the full list of PWM Wealth Tech Awards winners here.