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The latest company news, partnerships, and announcements from OneVest.
NewsOnevest Recognized as a 5-Star Wealth Tech Provider by Wealth Professional
We're proud to share that Onevest has been recognized as a 2026 5-Star Wealth Tech Provider by Wealth Professional.
NewsOneVest opens the Agentic Wealth OS with MCP for real-time AI data access and agentic action
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…
NewsTwo awards. One vision: wealth management, reimagined.
PWM Wealth Tech Awards 2026
NewsMackenzie Investments Selects OneVest’s Operating System to Advance its Digital Transformation for Advisors and Investors
Mackenzie to leverage OneVest’s highly configurable platform to launch a modern suite of advisor, investor, and onboarding solutions.
NewsOneVest Launches OneVest GO: The AI-Native Wealth Relationship Workspace Built for the Modern Independent Advisor
A collaboration-first, AI-native platform designed for Agile RIAs and Solo Practitioners who demand elite technology without the enterprise bloat.
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
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
NewsOneVest Leaders Take Top Honors at WealthBriefing WealthTech Americas Awards 2026
FOR IMMEDIATE RELEASE: CEO Amar Ahluwalia and CTO Nathan Di Lucca recognized for digital wealth innovation NEW YORK, FEB.
NewsOneVest Expands Multicurrency Capabilities, Strengthening Global Wealth Management Operating System
New York, NY – November 19, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks,…
NewsOneVest Introduces Enhanced Multilingual Capabilities, Supporting Global Wealth Managers with More Inclusive Advisor & Client Experiences
New York, NY – November 13th, 2025 — OneVest, a fintech wealth operating system delivering a unified, modular, no-code solution powered by intelligent workflows for wealth managers, RIAs, and banks,…
NewsOneVest 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…
NewsOneVest Strengthens Custodian Connectivity with New Aviso Integration
Toronto, ON – November 4, 2025 – OneVest, which delivers a Wealth Operating System that unifies and modernizes wealth management, today announced a new custodial integration with Aviso.
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