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Tomorrow's Technology.
Today's Wealth.

OneVest is the AI-Native Wealth Platform, a complete system powering North America's leading wealth management practices and financial institutions. It replaces broken, fragmented tech stacks by providing core CRM, client onboarding, portfolio management, compliance, and client experience in a single platform. Through an intuitive Workspace built for advisors and home offices, OneVest automates daily operations so wealth management firms can eliminate manual admin and scale effortlessly.

Three smiling co-founders of OneVest, in casual business attire, pose confidently in their modern, sunlit office

Jakob Pizzera (Chief Operating Officer), Amar Ahluwalia (Chief Executive Officer), Nathan Di Lucca (Chief Technology Officer)

  • Our Values

  • Flexible

    We've not only created a flexible platform, but we believe in being flexible in how we work and think.

  • Trustworthy

    We create trust by doing everything with honesty and transparency.

  • Innovative

    We find new ways to solve old problems. Instead of catching up, we lead the charge.

  • Inclusive

    We believe that wealth is for everyone. We also foster an inclusive culture—all people are welcome here.

  • Bold

    We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds.

Our Investors

Locations

  • Picture of Toronto skyline

    Toronto

  • A picture of the New York skyline

    New York

See the Wealth OS 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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