Spotted in downtown Toronto: OneVest's Series B funding news gets a billboard shout-out from TMX Group. We appreciate your support as we continue our mission to Power the World's Wealth!
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NewsOneVest and Merit Financial Advisors Forge Strategic Partnership to Fuel Next-Gen Growth and Advisor Innovation
OneVest and Merit Financial Advisors Forge Strategic Partnership to Fuel Next-Gen Growth and Advisor Innovation The collaboration unites Merit’s aggressive national expansion strategy with OneVest’s elite wealth operating system to redefine the RIA experience. NEW YORK, NY — March 5th, 2026 — OneVest, a leading provider of modern wealth management technology, and Merit Financial Advisors (“Merit”), a premier national wealth management firm, today announced a strategic partnership designed to accelerate Merit’s vision of building the “RIA of the Future.” This collaboration arrives as Merit enters its most acquisitive year to date, targeting 15 additional acquisitions in 2026 following a milestone year where it doubled its assets to over $24 billion. The partnership centers on delivering an enterprise-resilient, unified operating model that supports Merit’s rapid scale while maintaining its signature focus on exceptional advisor care. By integrating OneVest’s game-changing platform, frequently cited as the most sophisticated and agile architecture in the market, Merit is equipping its growing network with an engine designed to eliminate the "manual labor tax" that often plagues legacy wealth management firms. “As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure,” said Rick Kent, CEO of Merit Financial Advisors. “We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.” Empowering Growth Through Innovation OneVest’s platform is purpose-built for the modern growth firm, moving beyond simple dashboards to provide an intelligent execution and collaboration engine. The partnership directly supports Merit’s strategic goals, including: Accelerated Advisor Integration: Streamlining the onboarding of new teams through a unified, modern workflow that eliminates the fragmentation of M&A and allows new offices to hit the ground running.Industry-Leading Advisor Care: Leveraging the most advanced tech stack available today to automate administrative burdens. This liberates advisors from acting as "system integrators," allowing them to move from task-managers back to relationship-leaders.Unified Client Experience: Merging complex multi-custodial, performance and financial planning data into a single, cohesive interface that defines the modern standard for client engagement.A Forward-Looking Technology Partnership: Merit’s leadership has emphasized partnering with firms that share its long-term vision. As the industry evolves, the firm is exploring how emerging, intelligent technologies can enhance advisor support and improve operational efficiency at scale, shifting from software that shows you work, to an engine that does the work. “Merit is a visionary firm that understands technology is no longer just a support function, it is a competitive differentiator,” said Amar Ahluwalia, CEO of OneVest. “Our platform was engineered to be the premier choice for the elite wealth enterprise, providing the battle-tested, high-velocity power required for firms like Merit to scale without limits. Together, we are setting a new standard for how wealth management firms can grow while delivering a frictionless experience that keeps the advisor at the center of the story.” 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. Please visit www.onevest.com for more information. About Merit Financial Advisors Merit Financial Group, LLC, doing business as Merit Financial Advisors (“Merit”), is a national wealth management firm that supports both the independent broker-dealer and RIA models. Merit exists to enrich the lives of those they serve, and its mission is to revolutionize the client experience by building the wealth management firm of the future. Based in Atlanta, Georgia, Merit has over 55 offices throughout the U.S. and managed $24.69 billion in assets as of January 1, 2026 ($17.86 billion in advisory, $2.73 billion in brokerage assets, $2.3 billion in retirement assets, $1.8 billion in ESOP). For more information, please visit www.meritfinancialadvisors.com, Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
NewsOneVest Launches its AI-Native Agentic Wealth Operating System
OneVest Declares the End of the Manual Wealth Tech Era with the Launch of its AI-Native Agentic Wealth Operating System OneVest dismantles the "Manual Labor Era" with an intelligent engine built to automate the Middle Office and liberate the Advisor, elevating the entire Wealth Ecosystem. NEW YORK, NY – March 3, 2026 – Today, OneVest announces the launch of its Agentic Wealth Operating System. This is not a new tool, a chatbot, or a feature set. It is an intelligent, institutional-grade engine where AI is not an add-on, it is the very fabric of the system. This is built to redefine how modern firms operate, scale, and compete by advancing passive dashboards with autonomous execution; a decisive shift from static software to intelligent execution from command to completion. The result is eliminating the massive "Legacy Tax" where advisors are buried in hours of manual labor every week, fragmented data, and AI that does little more than summarize notes. Wealth management is at an inflection point. For decades, firms have survived by layering "modern" interfaces over decaying legacy cores, rebranding incrementalism as innovation. The result is a massive pile of complexity instead of progress: slower operations, fragmented experiences, middle-office teams trapped in a cycle of repetitive data reconciliation, siloed workflows, and shrinking returns. That era is officially over! “Most wealth management technology was built for a different era. AI in this industry has largely stopped at insight, note-taking, and reminders. That’s not transformation, it’s redecorated inefficiency,” said Amar Ahluwalia, CEO of OneVest. “Our Agentic Wealth OS doesn't just suggest operational actions; it executes them securely, compliantly, and at scale. Every hour an advisor or middle-office professional spends acting as a 'system integrator' is an hour stolen from the client experience. We are ending that era once and for all.” Elevating the Entire Enterprise: From Middle Office to Advisor While the rest of the industry remains enamoured with AI “window-dressing" - chatbots that talk but cannot act - OneVest has built an engine of execution designed to elevate every stakeholder in the firm: For the Advisor: The End of Administrative Burden. Advisors are finally liberated from the "Swivel Chair" workflow. The Agentic Wealth OS handles the heavy lifting of opening accounts, initiating fund movements, and data entry. It prepares client summaries and handles the "operational drag," allowing advisors to move from task managers back to relationship leaders, enhancing the advisor-client experience. For the Middle Office: Autonomous Operations. The platform acts as a digital workforce. It extracts and transposes data from complex documents and orchestrates multi-step workflows. From complex multi-jurisdictional compliance to automated fee billing, agentic workflows navigate the enterprise effectively, turning the middle office from a cost center into a productivity engine. For the Enterprise: An Intelligent System. Built on a unified, institutional-grade infrastructure, the Agentic Wealth OS removes the need for firms to act as their own IT integrators. The engine proactively identifies slippage, revenue opportunities, and compliance risks, validating outcomes and enforcing compliance by executing necessary fixes across the firm before a human even opens a browser. Elevating Enterprise ROI This is a total reset of the wealth enterprise value chain. By offloading the "manual labor tax" to an agentic layer, OneVest delivers a generational shift in productivity and a triple-threat of ROI: Operational Efficiency:Drastic reduction in middle-office overhead and error rates through automated, self-orchestrating workflows.Superior Experience:A frictionless, digital-first journey for both the advisor and the end-customer.Growth & Recruitment:A modern, agentic environment becomes a primary driver for top-tier advisor recruitment and increased firm-wide ROI. “Modernizing legacy infrastructure by layering on new features is like strapping a jet engine to a horse-drawn carriage; costly, disruptive, and still limited by the original design,” said Nathan Di Lucca, CTO of OneVest. “We didn’t build a better dashboard. We moved beyond static data to create a system that understands context and takes action. The future of wealth management will be built by firms that embrace an agentic operating system to elevate their people, or it will be built without them." The New Standard: Stop Managing Software, Start Deploying Intelligence OneVest is setting a new benchmark for the industry, one where AI doesn’t just inform decisions, but executes them. Where firms scale without sacrificing control or compliance, and where technology becomes a competitive advantage, not a bottleneck. 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
NewsOneVest Leaders Take Top Honors at WealthBriefing WealthTech Americas Awards 2026
FOR IMMEDIATE RELEASE: CEO Amar Ahluwalia and CTO Nathan Di Lucca recognized for digital wealth innovation NEW YORK, FEB. 25, 2026 — OneVest today announced that Co-Founder and CEO Amar Ahluwalia and CTO Nathan Di Lucca have been named winners at the WealthBriefing WealthTech Americas Awards 2026, earning Innovator of the Year and Chief Technology Officer of the Year, respectively. The annual awards recognize the most visionary firms and leaders redefining the future of global wealth management. Winners are selected by an independent panel through a rigorous judging process. Ahluwalia was honored for leading the development of OneVest’s execution-driven, intelligent wealth platform, built to help institutions modernize legacy infrastructure, elevate operational precision, and deliver highly personalized digital wealth experiences. “We’re not building for yesterday’s wealth management model,” said Ahluwalia. “We’re building for what’s next, an adaptive, deeply integrated, and AI-ready solution. Our platform enables firms to scale intelligently, reduce friction between advisors and home offices, and elevate the client experience, all without introducing new layers of complexity.” Di Lucca earned CTO of the Year honors for reimagining how wealth technology should be architected. Drawing on leading engineering principles from across modern software and platform design, he has built OneVest’s open-architecture foundation to challenge the fragmented, legacy-first conventions that have long defined the industry. Judges recognized his ability to apply first-principles thinking to wealth management by unifying data, workflows, and user experience into a cohesive system that surfaces intelligence contextually and adapts to an evolving regulatory landscape. “Modernization only works if the foundation is secure, scalable, and intelligent,” said Di Lucca. “We’ve built infrastructure institutions can rely on, designed for automation, strong interoperability, and secure data management empowering advisors and operations teams to work within a unified, high-performance environment.” Stephen Harris, CEO of ClearView Financial Media and publisher of WealthBriefing, congratulated this year’s winners, noting that each honoree was selected following an independent and highly competitive evaluation process recognizing excellence across the global wealth management industry. Together, the awards underscore OneVest’s position at the intersection of wealth management and advanced technology. By combining deep industry expertise with next-generation engineering, OneVest is redefining how institutions modernize, scale, and compete in a digital-first era, bridging the gap between legacy financial infrastructure and intelligent, AI-driven innovation. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent 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. To learn more, visit www.onevest.com About ClearView Financial Media Ltd (“ClearView”) ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme. Contacts marketing@onevest.com