Wealth-as-a-Service

OneVest enables leading enterprises and institutions to offer game-changing wealth management to their customers

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Built for modern businesses

From modernizing legacy wealth management programs to launching a net-new wealth vertical: OneVest for Enterprise makes it easy

Technology Companies

Embed wealth services into your platform with a flexible, developer-friendly API that enables you to get up-and-running without the overhead.

Financial Institutions

Offer a modern digital front-end or upgrade your infrastructure with an end-to-end embedded wealth platform.

Professional Services Firms

Seamlessly enhance the value you deliver to your clients without breaking the bank on digital transformation.

How can I launch my solution?

Puzzle piece with empty areas around it

Embedded Integration

Embed OneStack via our API.

Puzzle piece with a place to fit

White-Label

Use OneStack as a starting point, and customize it to your needs.

Referral

Offer wealth management without needing to build your own solution.

Introducing OneStack

Modular and built for your business

Delivery Layer

Whether you want to build a customized solution through our API or have your users access our white-label app, our Delivery Layer powers them both.

API
Consumer App

Investment Technology Layer

Our Investment Technology Layer helps deliver key investment management tools without needing several different tools.

PMS/OMS
Rebalancing Engine
CRM/User Management
Book of Record

Asset Management Layer

Don't worry about needing to research and build your own portfolios or offerings. Our team puts in the hard work and serves it through our Asset Management Layer.

Portfolio Management
Investment Products
Managed Accounts
Advice & Planning

Compliance Layer

Compliance can be challenging and bureaucratic. We make it easy and predictable with our custom-built tools and processes in our Compliance Layer.

OneScore
AML/KYC/KYP
Cyber Security
Suitability

Partner Layer

We work closely with best-in-class businesses to offer additional services on your business' behalf with our Partner Layer.

Custodian/Back-Office
Broker/Dealer
Exchanges
Market Data