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Merit Financial Advisors is standardizing onboarding and post-acquisition integration across 55+ offices and $24B+ in assets on OneVest, replacing fragmented systems with one connected workflow.
Read the announcementThe Agentic Wealth Operating System.
Automate every workflow, decision, and action across the wealth lifecycle. No handoffs. No disconnected systems. Just results.
Your team focuses on relationships.
Our wealth management platform handles the rest.
See all your data in one place. Your OneVest agent automates workflows and executes across the entire wealth stack.
One layer connects everything.
Connect to the systems your firm already uses, unify client and account data into a single record, and keep it synced across every system in real time.
Built for every role in the firm.
01 / Advisor
The Advisor Workspace
Where advisors run every client relationship from prospecting to servicing with an AI agent that handles the operational work.
Explore the workspace02 / Operations
The Operations Workspace
Where your front and middle office are connected by automated workflows and built-in supervision, ensuring growth never outpaces governance.
Explore the workspace03 / Client
The Client Portal
Where clients see, move, and manage their wealth in real time with AI-driven insights and a direct line to their advisor.
Explore the portalWealth management,
on a mobile app.
Start with what you need.
Scale without limits.
Modular by design. Deploy one solution or the full OS. Every capability is embedded, connected, and ready to scale.
Firms scaling on OneVest.
A few of the firms running their operating model on OneVest.
Mackenzie Investments is modernizing its platforms, data, and service model with OneVest to move faster and deliver a more connected experience for advisors and the clients they serve.
Read the announcement
Westwood Wealth Management, a NYSE-listed wealth manager, selected OneVest's configurable platform to streamline advisor operations and modernize its client portal and mobile experience.
Read the announcementThe live command layer of the Agentic Wealth OS.
OneVest Pulse is a live, AI-powered activity stream where advisors, operations, and home office teams work alongside the agent in real time, turning every conversation into a completed workflow.
One firmwide stream
Advisors, operations, and home office teams work in the same context-aware feed, tied to specific clients and accounts, not scattered across email and side chats.
Ask and execute in place
Search clients, pull data, or launch a workflow directly from a conversation. No copying, rekeying, or switching screens.
Ownership and audit, built in
Every task is assigned with owners and due dates. Every action, human or AI, is logged instantly and ready for review.
One agentic system.
Every wealth business.
The same platform, tuned to the workflows each business actually runs on, from independent RIAs to national banks and insurers.
Learn MoreRIAs
Onboarding and servicing run themselves, so client capacity grows without adding headcount.
ExploreRIA Aggregators
Every firm you acquire lands on one shared operating model — without flattening advisor independence.
ExploreBroker-Dealers
AI workflows that move advisors faster, paired with one supervision view for the home office.
ExploreAsset Managers
Connected data across your systems, so advisors can transact and investors get serviced without handoffs.
ExploreBanks
One client view across branch, digital, and mobile, on infrastructure that meets enterprise controls.
ExploreInsurance Companies
New business through in-force servicing on connected data, so policy work keeps moving instead of queuing.
ExploreWhy firms choose OneVest.
Unified, modular architecture
Deploy one module or the full OS with no rip-and-replace required.
Open APIs, integration-ready
Connects to your existing custodians, data providers, and third-party systems.
Enterprise-grade security
SOC 2 Type II certified, built for regulated financial environments.
Real-time orchestration
Every action, human or AI, is coordinated and executed across the stack in real time.
See the our Wealth Management Platform in action.
Book a personalized demo and see how OneVest automates your workflows, unifies your team, and scales with your firm.
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