Company intelligence
OneVest
Tomorrow’s Technology. Today’s Wealth.
About OneVest
OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets.
Verified activity
Signals from OneVest
2 published signals
Presence & Recognition
OneVest was named a finalist in three categories at the 2026 US FinTech Awards
Reported by OneVest
Presence & Recognition
OneVest is hosting the Future Proof Festival in Huntington Beach from September 14 to 17, 2026, featuring a team of speakers including Amar Ahluwalia, Thomas Severance, Peter H., and Jakob Pizzera.
Reported by OneVest