Private wealth management,
in your pocket

OneVest manages your wealth like the 1%

Two phones - one with an app home page screenshot

Why use OneVest?

Our strategy is simple: we aim to generate better returns and reduce risk through actively-managed, highly-diversified portfolios.

It's the wealth management experience generally reserved for the ultra-wealthy:
and it's now available to you.

Download the OneVest app


Good planning requires goals. OneVest will help you set and achieve them.

We organize portfolios around your milestones to help you make the most of your money while staying focused on what matters to you.

App screenshot showing the selection of a goal
Screenshot of an app showing an investment transfer setup


Sit back and watch your investments grow.

Your portfolio is actively managed and automatically rebalanced, so you don't need to research or monitor the market. We do it all for you.


With OneVest, your nest eggs aren't all in one basket.

Our team manages your portfolio across a variety of traditional and alternative products, reducing risk and aiming for better returns.

App screenshot showing a portfolio breakdown
A wallet

Low Fees

With lower fees than traditional wealth management firms, you can grow your investments faster and keep more of what you’ve earned. We want you to reap the benefits of active management while keeping your costs low.

Woman looking at her phoneFee comparison charts

How it works

Don't worry: no long, in-person meetings required.
Get started and stay up-to-date from wherever you are.


Tell us about yourself

Tell us about your goals, risk, and timelines.


Fund your account

Add new funds or transfer your existing investments.


Track your progress

We take care of the tough parts. Simply track and monitor your investments.


Make changes anytime

Life happens. Make changes whenever you need.

Frequently Asked Questions

Do you offer self-directed investing?
Can I transfer my accounts from another institution?
Do you offer themed or industry-specific portfolios?
Is there a minimum amount I need to invest?
Is my account pooled with others or separate?