OneVest

Canada · Financial Services

OneVest is a financial technology company based in Calgary, Canada, founded in 2021. It specializes in modern wealth management solutions, offering a comprehensive, modular platform designed for financial institutions. The platform supports the entire client lifecycle, including onboarding, portfolio management, and analytics, allowing firms to customize their processes to meet specific needs. OneVest provides a customizable mobile app for advisors and clients, featuring tools for investment tracking and document access. The app allows for no-code personalization, enabling enterprises to create tailored user experiences. Additionally, OneVest offers an Embedded Wealth-as-a-Service platform, which allows businesses to integrate personalized investment portfolios into their existing systems through a simple API. The company serves financial institutions, wealth management firms, and advisors looking to enhance their operations and client engagement. With a focus on innovation and flexibility, OneVest aims to empower its clients to deliver exceptional experiences in wealth management.