Newsroom

OneVest Launches Canada’s First Agentic Account Opening Solution for Wealth Management

New AI Agent Automates the Account Onboarding Lifecycle Across Leading Canadian Custodians

OneVest and CST Spark Partner to Power the Next Generation of Education Savings Technology

The partnership brings OneVest's wealth operating system to CST Spark, equipping the organization with advanced tools to guide Canadian families saving for post-secondary education.

Onevest 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.

OneVest 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…

Two awards. One vision: wealth management, reimagined.

PWM Wealth Tech Awards 2026

Mackenzie Investments Selects OneVest’s Operating System to Advance its Digital Transformation for Advisors and Investors

Mackenzie to leverage OneVest’s highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.

OneVest 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

OneVest 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 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.

OneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System

New York, NY – November 19, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks,…

OneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences

New York, NY – November 13th, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks,…

OneVest Accelerates Growth with Its Configurable Wealth Operating System, Ushering in a New Era of Modular, No-Code Infrastructure

Fast-Growing Fintech Firm Introduces Its “One View. One Flow. One Hub” Approach New York, NY, November 5, 2025—OneVest, a fintech wealth operating system delivering a unified, modular, no-code…

OneVest Strengthens Custodian Connectivity with New Aviso Integration

Toronto, ON – November 4, 2025 – OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso.

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…

OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investor

April 9, 2025 - New York, NY - OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate today.

OneVest Unveils AI-Driven ‘Next Best Action’ feature to Revolutionize Client Engagement

New York, NY – March 18, 2025 – OneVest, a leader in wealth management technology, is proud to announce the launch of ‘Next Best Action’, the first feature in its AI-Enhanced Suite—bringing…

OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

New York, March 10, 2025 – OneVest, a cutting-edge financial technology company, has announced a new partnership with Envestnet, a leader in transforming the delivery of financial advice through its…

Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape

March 4, 2025 – DALLAS, TX — Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and OneVest, a leader in wealth management technology, have entered into…

OneVest's Series B Funding Celebrated by Nasdaq in Times Square

TMX Recognizes OneVest's Series B Funding in Downtown Toronto

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!

DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

New York, NY – February 5, 2025 – OneVest, a leading financial technology company on a mission to Power the World's Wealth, and DriveWealth, a global B2B financial technology platform providing…

OneVest closes $29-million CAD Series B led by Salesforce Ventures to fuel US expansion

OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

Toronto, ON, January 29, 2025 — OneVest, a comprehensive wealth management technology platform, today announced the closure of a $20 million USD Series B equity funding round.

Addenda Capital Partners with OneVest to Enhance its Advisors’ and Clients’ Private Wealth Experience

Toronto, ON, Dec. 2, 2024 — Addenda Capital, a leader in sustainable investment management, has selected OneVest, a cutting-edge wealth management technology company as its wealth management software…

Westwood, OneVest forge wealth management technology alliance

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

Dallas, TX, Nov. 18, 2024 — OneVest, a cutting-edge wealth management technology company, has been selected by Westwood Wealth Management, a trusted leader in comprehensive financial services, to be…

OneVest Founders Amongst Wealth Professional's 2024 Rising Stars

OneVest Launches in the U.S. Market, Delivering Unparalleled Configurability

New York, NY – October 21, 2024 – OneVest, a leader in wealth management technology, today announced the launch of its platform capabilities in the United States.

OneVest unveils "game changer" wealth platform

OneVest named a 2024 Top Employer by Wealth Professional

OneVest to offer a suite of Vanguard’s leading low-cost ETF model portfolios, helping modernize model portfolio delivery

Toronto, ON — June 4, 2024 — OneVest, a leading wealth management technology company, today announced an exciting expansion to its Model Portfolio Marketplace, featuring the addition of Vanguard’s…

OneVest announces a strategic collaboration with BlackRock to Modernize Model Portfolio Delivery

Toronto, ON — May 28, 2024 — OneVest, a leading wealth management technology company, today announced the launch of its Model Portfolio Marketplace, featuring a suite of model portfolios constructed…

OneVest named a Top 25 Wealth Tech Provider for 2024

OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions

Fast growth is 'simple' for Canadian wealth-as-a-service firm

Wealth management startup OneVest raises $17 million

OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions