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OneVest Accelerates Growth with Its Configurable Wealth Operating System, Ushering in a New Era of Modular, No-Code Infrastructure
Fast-Growing Fintech Firm Introduces Its “One View. One Flow. One Hub” Approach New York, NY, November 5, 2025—OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks, is accelerating its growth across North America. Following a $20 million Series B led by Salesforce Ventures, OneVest’s open-architected platform bridges legacy technology gaps by unifying onboarding, compliance, and client servicing into intelligent, adaptive workflows. As part of this momentum, OneVest is also unveiling a refreshed brand identity around the company’s mission of unifying fragmented data and workflows into a single, modern experience for advisors and clients.
Key Benefits for Wealth Managers
RIAs and wealth managers typically use between six and 12 different technology systems to run their practices, making compliance oversight complex and client experiences fragmented. By consolidating first- and third-party tools into a single wealth operating system, OneVest’s open-API architecture connects existing tech stacks, integrating CRM, financial planning, custodians, and reporting into one login, without costly rip-and-replace migrations. "We are quickly scaling to meet the market at a pivotal time, as legacy vendors struggle to keep pace with the demand for modern, flexible technology," said Amar Ahluwalia, CEO and Co-founder of OneVest. "Our excitement, and the excitement of our investors, revolves around the strength of our platform and our proprietary workflow technology. We enable RIA firms to deploy and scale rapidly, delivering differentiated client experiences without being held back by outdated systems.”
OneVest Delivers Four Core Advantages
OneVest has structured its platform around four core advantages:
Modular Infrastructure & Delivery - Built on modern open architecture, home offices and advisors can adopt the modules they need (onboarding, compliance oversight, client portals) or deploy the full suite for maximum impact.
Configurable, No-Code Workflows - With intuitive, no-code tools, firms can customize workflows, dashboards, and client interactions in minutes, empowering efficiency, speed, and flexibility.
Unified Experience Layer - Acting as the orchestration hub, OneVest integrates CRM, planning, custodians, and reporting into a single source of truth, eliminating system toggling and streamlining the advisor-client experience.
Accelerated Time-to-Value - API-first design and turnkey integrations enable firms to go live in weeks, not months, delivering faster ROI, adoption, and scalability.
The OneVest Approach: “One View. One Flow. One Hub.”
Advisors today spend nearly 20% of their time on administrative tasks, according to industry surveys. That drag not only limits client engagement but also exposes firms to compliance risk and rising costs. OneVest addresses this head-on with a configurable solution that consolidates every client goal, account and document into a single platform. This includes:
One View – A unified client-advisor experience, bringing every relationship and data point into one complete picture.
One Flow – An intelligent workflow engine that adapts to the advisor’s business, automating processes, reducing errors, and freeing both advisors and the home office to focus on growth and client relationships.
One Hub – The central command center for the entire wealth management firm—streamlining advisor operations while equipping the home office with oversight, compliance, and enterprise-level controls, all in one place.
OneVest Brand Refresh: “Tomorrow’s Technology. Today’s Wealth”
As part of this increased market penetration, OneVest is unveiling a new brand identity that embodies clarity and transparency. The updated aesthetic reflects the firm’s approach to unifying fragmented data and interactions into a seamless wealth management experience. Centered around the metaphor of a “single pane of glass,” it conveys visibility, cohesion, and dynamic interaction, reinforcing OneVest’s mission to deliver a modern platform and experience for advisors and clients.
Meet OneVest at IMPACT 2025 - Denver
Stop by Booth #1724 to see how OneVest is redefining wealth management with a unified platform built for modern RIAs, financial institutions and banks. Experience live demos showcasing how OneVest’s Wealth Operating System connects data, workflows, and custodians to simplify operations and elevate both the advisor and client experience.
About OneVest
OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from digital onboarding to intelligent workflows. Its open architecture platform enables financial institutions to configure solutions that fit their business, while delivering a powerful advisor workspace and client experience. OneVest serves financial institutions across North America and global markets. For more information please contact: marketing@onevest.com
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A collaboration-first, AI-native platform designed for Agile RIAs and Solo Practitioners who demand elite technology without the enterprise bloat. NEW YORK, NY – March 16th, 2026 – Following the successful launch of its Agentic Wealth Operating System, OneVest today announced OneVest GO. This standalone, AI-native wealth relationship workspace is built specifically for the independent powerhouse—the agile advisor and focused RIA team who prioritize client impact over administrative complexity. OneVest GO delivers an AI-native foundation that allows independent firms to manage prospects, clients, and complex workflows with unprecedented speed. By moving beyond the limitations of legacy CRMs and disconnected communication tools, OneVest GO empowers advisors to operate with the sophisticated infrastructure of a global institution while maintaining the personalized touch of an independent practice. “Independent advisors don’t need more software to manage; they need a system that actually moves work forward,” said Jakob Pizzera, COO at OneVest. “OneVest GO is built for the way agile firms actually operate: fast-paced, relationship-driven, and growth-focused. It’s designed to keep wealth relationships moving without the friction of traditional platforms.” Built for the Practitioner, Not the Administrator Traditional CRM tools were designed as static databases. OneVest GO is built for business momentum. Instead of requiring constant manual entry, the platform embeds intelligence directly into the advisor's daily routine: Zero-Friction Sync: Communications and calendars across Outlook and Google are captured and organized automatically.Autonomous Follow-ups: AI analyzes meetings to generate immediate action items, summaries, and client-ready notes.Intelligent Surfaces: The system proactively highlights the "next best action," ensuring that every prospect and client receives elite-level attention. The Wealth Relationship Workspace OneVest Go is more than a system of record; it is a dynamic Wealth Relationship Workspace built for the speed of modern advisory teams. By moving beyond the static data entry of traditional CRMs, we’ve created an AI-native environment where intelligence is embedded directly into your daily flow automating follow-ups and surfacing "next best actions" as you work. This is a workspace that is leveraging OneVest’s new Pulse feature, where messaging, meetings, and client history live in one continuous stream, allowing your team to collaborate in context instead of jumping between fragmented tools. OneVest GO unifies the disparate tools advisors use every day into one high-velocity workspace: Holistic Household Records: Deep relationship mapping, tagging, and real-time net worth tracking.AI Conversational Intelligence: Search your entire firm’s history using natural language to get instant summaries and insights.Kanban Opportunity Pipelines: A visual, intuitive way to move prospects through the conversion cycle.AI-Driven Document Management: Secure storage with automated data extraction to eliminate manual filing.Global Capabilities: Multi-language and multi-currency support to serve a modern, mobile client base. Start Agile. Scale Without Limits. OneVest GO allows solopreneurs and independent teams to start with a lean, powerful foundation. As a practice grows, the platform evolves naturally ensuring that workflows, conversations, and client histories remain connected without the need for future migrations or system resets. “For the advisor ready to evolve beyond spreadsheets and fragmented inboxes, OneVest GO offers the modern foundation built for the speed of today’s wealth management landscape,” added Pizzera. Whether you are prospecting or managing a long-term household, OneVest GO ensures your practice stays always on and always moving, providing a simple, scalable foundation that grows with your firm without the friction of new platform migrations. For more information and to get started, visit www.onevest.com/go. 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. OneVest serves financial institutions and independent advisory firms across the U.S., Canada, and global markets. Media Contact: marketing@onevest.com
NewsOneVest and Merit Financial Advisors Forge Strategic Partnership to Fuel Next-Gen Growth and Advisor Innovation
OneVest and Merit Financial Advisors Forge Strategic Partnership to Fuel Next-Gen Growth and Advisor Innovation The collaboration unites Merit’s aggressive national expansion strategy with OneVest’s elite wealth operating system to redefine the RIA experience. NEW YORK, NY — March 5th, 2026 — OneVest, a leading provider of modern wealth management technology, and Merit Financial Advisors (“Merit”), a premier national wealth management firm, today announced a strategic partnership designed to accelerate Merit’s vision of building the “RIA of the Future.” This collaboration arrives as Merit enters its most acquisitive year to date, targeting 15 additional acquisitions in 2026 following a milestone year where it doubled its assets to over $24 billion. The partnership centers on delivering an enterprise-resilient, unified operating model that supports Merit’s rapid scale while maintaining its signature focus on exceptional advisor care. By integrating OneVest’s game-changing platform, frequently cited as the most sophisticated and agile architecture in the market, Merit is equipping its growing network with an engine designed to eliminate the "manual labor tax" that often plagues legacy wealth management firms. “As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure,” said Rick Kent, CEO of Merit Financial Advisors. “We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.” Empowering Growth Through Innovation OneVest’s platform is purpose-built for the modern growth firm, moving beyond simple dashboards to provide an intelligent execution and collaboration engine. The partnership directly supports Merit’s strategic goals, including: Accelerated Advisor Integration: Streamlining the onboarding of new teams through a unified, modern workflow that eliminates the fragmentation of M&A and allows new offices to hit the ground running.Industry-Leading Advisor Care: Leveraging the most advanced tech stack available today to automate administrative burdens. This liberates advisors from acting as "system integrators," allowing them to move from task-managers back to relationship-leaders.Unified Client Experience: Merging complex multi-custodial, performance and financial planning data into a single, cohesive interface that defines the modern standard for client engagement.A Forward-Looking Technology Partnership: Merit’s leadership has emphasized partnering with firms that share its long-term vision. As the industry evolves, the firm is exploring how emerging, intelligent technologies can enhance advisor support and improve operational efficiency at scale, shifting from software that shows you work, to an engine that does the work. “Merit is a visionary firm that understands technology is no longer just a support function, it is a competitive differentiator,” said Amar Ahluwalia, CEO of OneVest. “Our platform was engineered to be the premier choice for the elite wealth enterprise, providing the battle-tested, high-velocity power required for firms like Merit to scale without limits. Together, we are setting a new standard for how wealth management firms can grow while delivering a frictionless experience that keeps the advisor at the center of the story.” 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. Please visit www.onevest.com for more information. About Merit Financial Advisors Merit Financial Group, LLC, doing business as Merit Financial Advisors (“Merit”), is a national wealth management firm that supports both the independent broker-dealer and RIA models. Merit exists to enrich the lives of those they serve, and its mission is to revolutionize the client experience by building the wealth management firm of the future. Based in Atlanta, Georgia, Merit has over 55 offices throughout the U.S. and managed $24.69 billion in assets as of January 1, 2026 ($17.86 billion in advisory, $2.73 billion in brokerage assets, $2.3 billion in retirement assets, $1.8 billion in ESOP). For more information, please visit www.meritfinancialadvisors.com, Investment advice offered through Merit Financial Group, LLC, an SEC registered investment adviser.
NewsOneVest Launches its AI-Native Agentic Wealth Operating System
OneVest Declares the End of the Manual Wealth Tech Era with the Launch of its AI-Native Agentic Wealth Operating System OneVest dismantles the "Manual Labor Era" with an intelligent engine built to automate the Middle Office and liberate the Advisor, elevating the entire Wealth Ecosystem. NEW YORK, NY – March 3, 2026 – Today, OneVest announces the launch of its Agentic Wealth Operating System. This is not a new tool, a chatbot, or a feature set. It is an intelligent, institutional-grade engine where AI is not an add-on, it is the very fabric of the system. This is built to redefine how modern firms operate, scale, and compete by advancing passive dashboards with autonomous execution; a decisive shift from static software to intelligent execution from command to completion. The result is eliminating the massive "Legacy Tax" where advisors are buried in hours of manual labor every week, fragmented data, and AI that does little more than summarize notes. Wealth management is at an inflection point. For decades, firms have survived by layering "modern" interfaces over decaying legacy cores, rebranding incrementalism as innovation. The result is a massive pile of complexity instead of progress: slower operations, fragmented experiences, middle-office teams trapped in a cycle of repetitive data reconciliation, siloed workflows, and shrinking returns. That era is officially over! “Most wealth management technology was built for a different era. AI in this industry has largely stopped at insight, note-taking, and reminders. That’s not transformation, it’s redecorated inefficiency,” said Amar Ahluwalia, CEO of OneVest. “Our Agentic Wealth OS doesn't just suggest operational actions; it executes them securely, compliantly, and at scale. Every hour an advisor or middle-office professional spends acting as a 'system integrator' is an hour stolen from the client experience. We are ending that era once and for all.” Elevating the Entire Enterprise: From Middle Office to Advisor While the rest of the industry remains enamoured with AI “window-dressing" - chatbots that talk but cannot act - OneVest has built an engine of execution designed to elevate every stakeholder in the firm: For the Advisor: The End of Administrative Burden. Advisors are finally liberated from the "Swivel Chair" workflow. The Agentic Wealth OS handles the heavy lifting of opening accounts, initiating fund movements, and data entry. It prepares client summaries and handles the "operational drag," allowing advisors to move from task managers back to relationship leaders, enhancing the advisor-client experience. For the Middle Office: Autonomous Operations. The platform acts as a digital workforce. It extracts and transposes data from complex documents and orchestrates multi-step workflows. From complex multi-jurisdictional compliance to automated fee billing, agentic workflows navigate the enterprise effectively, turning the middle office from a cost center into a productivity engine. For the Enterprise: An Intelligent System. Built on a unified, institutional-grade infrastructure, the Agentic Wealth OS removes the need for firms to act as their own IT integrators. The engine proactively identifies slippage, revenue opportunities, and compliance risks, validating outcomes and enforcing compliance by executing necessary fixes across the firm before a human even opens a browser. Elevating Enterprise ROI This is a total reset of the wealth enterprise value chain. By offloading the "manual labor tax" to an agentic layer, OneVest delivers a generational shift in productivity and a triple-threat of ROI: Operational Efficiency:Drastic reduction in middle-office overhead and error rates through automated, self-orchestrating workflows.Superior Experience:A frictionless, digital-first journey for both the advisor and the end-customer.Growth & Recruitment:A modern, agentic environment becomes a primary driver for top-tier advisor recruitment and increased firm-wide ROI. “Modernizing legacy infrastructure by layering on new features is like strapping a jet engine to a horse-drawn carriage; costly, disruptive, and still limited by the original design,” said Nathan Di Lucca, CTO of OneVest. “We didn’t build a better dashboard. We moved beyond static data to create a system that understands context and takes action. The future of wealth management will be built by firms that embrace an agentic operating system to elevate their people, or it will be built without them." The New Standard: Stop Managing Software, Start Deploying Intelligence OneVest is setting a new benchmark for the industry, one where AI doesn’t just inform decisions, but executes them. Where firms scale without sacrificing control or compliance, and where technology becomes a competitive advantage, not a bottleneck. 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. Contact marketing@onevest.com