About OneVest
Power the World’s Wealth
OneVest offers a comprehensive wealth management platform designed for the modern era. Our mission is to empower financial institutions with modular software solutions that streamline client onboarding, portfolio management, analytics, and more.
By adapting to the unique needs of each institution, OneVest not only supports your growth and leadership in innovation, but also enhances your ability to deliver exceptional client experiences.
Our Values
Bold
We’re not afraid to think big and reach for the stars. We embrace challenges of all kinds.
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.
Trustworthy
We create trust by doing everything with honesty and transparency.
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Flexible
We've not only created a flexible platform, but we believe in being flexible in how we work and think.
Leadership
Our leadership team brings together decades of experience in both finance and technology.
Amar Ahluwalia
Jakob Pizzera
Nathan Di Lucca
Our Investors
Insights and tools for the modern wealth professional
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