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One Platform.Agentic AI.The Future of Wealth Management.
Advisors, operations, and clients each work in a unified experience designed for them, connected by a powerful AI collaboration and oversight layer that keeps your whole firm in sync.
Built different.For tomorrow's wealth advisors.
Legacy platforms bolt features together. OneVest is an agentic OS where every workflow, workspace, and integration is orchestrated by a single intelligent core.
Universal Orchestration
Connect every tool, custodian, and data source your firm relies on. Workflows run end-to-end across your entire stack without manual hand-offs or broken integrations.
Agentic AI
Your OneVest agent pulls data, initiates tasks, and drives every workflow to completion. Actions are logged, auditable, and flagged for human review where your compliance controls require it.
Modular Architecture
Purpose-built workspaces and capabilities that fit your business model. Deploy what you need now, keep everything you already have, and expand your footprint as your firm grows.
API-First and Headless Delivery
Every capability is available via API. Embed OneVest directly into your own interface or mobile app. Your advisors and clients get your brand, no experience layer required.
Live Data and MCP Integration
Pull live data from custodians, CRMs, and more via a native MCP server. Multiple integration patterns ensure your workspace and workflows always reflect the true state of your business.
Enterprise-Grade Security
SOC 2 Type II certified, with end-to-end encryption, role-based access controls, and a full audit trail on every action. Built to meet the compliance standards your regulators and clients demand.
Delivered your way.
Choose your experience layer, select your capabilities, and connect your data. OneVest adapts to how your firm operates, not the other way around.
1Choose your workspaces
2Choose your delivery
3Select your solutions
4Types of integrations
Your stack preview
Start building your stack. Select workspaces, delivery, capabilities, and connections on the left.
Designed for how advisors
actually work.
A unified front office that brings client data, AI-powered workflows, and real-time collaboration into a single, intuitive workspace.
app.onevest.com
Advisor Workspace
- AI-powered Pulse feed
- Real-time portfolio data
- Unified client view
- Agentic task execution
Built for every firm
that manages wealth.
Each segment gets a purpose-built configuration of the Agentic Wealth OS, tailored to the specific workflows, compliance requirements, and client experiences that define your firm type.
Stand Out. Scale Smart.Stay Innovative.
Wealth management firms who partner with OneVest don't just keep up, they lead. Let us show you what the Agentic Wealth OS can do for your practice.