Elevate your Offering with Wealth Management

Launch new lines of business within your existing ecosystem.

With OneVest, you can diversify your revenue channels without any of the financial, operational, and regulatory challenges of building a wealth program in-house.

All You Need
to Get Started

Multiple delivery options

Launch wealth with whichever delivery options works best for you—directly integrated into your app via API, using pre-built web widgets, or offering a standalone white label app.

Simple internal user management

Track all your users and their behavior in one centralized platform. Empower all your teams, from marketing to customer support, with the user data they need to drive growth and delight customers.

Infinitely scalable

OneVest offers a platform that grows with your business. Service all of your customers, no matter how many, with an amazing, yet simple wealth management experience.

Easy integration

Launch a new offering without the technical overhead of a usual product launch. OneVest’s platform was built to integrate seamlessly with your existing system.