News
OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions

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The partnership brings OneVest's wealth operating system to CST Spark, equipping the organization with advanced tools to guide Canadian families saving for post-secondary education.

We're proud to share that Onevest has been recognized as a 2026 5-Star Wealth Tech Provider by Wealth Professional.

For RIAs, banks, and broker-dealers, the OneVest MCP Server unlocks secure, real-time AI access to live data, portfolio positions, and pipeline activity, and accelerates what becomes possible when AI…