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
Tina Tuli
Sr. Dir., Marketng
Sunay Shah
MD, Global Head of Business Development & Partnerships
Rich Hart III
VP, Product
Laura Carter
Sr. Dir., People & Culture
Adam Thody
VP, Engineering
Robert Lynch
VP, Customer Solutions
Meghan Walker
Sr. Dir., Customer Solutions
Matthew Lui
Sr. Dir., Finance
Locations
Toronto
New York
London
Ready to get started
Experience the future of wealth management, tailored to your firm's needs.