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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. The annual report highlights the firms genuinely moving the needle for modern advisors, solving the problems wealth managers face every day, from onboarding and planning through monitoring, reporting, and compliance. The award recognizes a specific set of standout features that the 5-Star providers share: automating low-value work across the lifecycleleveraging specialized, explainable AIdelivering personalized, digital-first client experiencesbeing purpose-built and deeply aligned with regulatory and operating realitiesclearly expanding advisor capacity, reach, and economics For wealth managers and advisors, the question is no longer whether to invest in technology, but which providers are genuinely solving real-world problems. The 5-Star Wealth Tech Providers are the partners firms turn to when legacy systems slow growth, when data is scattered across platforms, or when manual processes can no longer keep pace with regulatory and client demands. Being named to this list reflects the work we've done alongside our clients to build a platform that scales with them. At the centre of that work is the Onevest Agentic Wealth OS, our platform built directly around the needs of modern wealth management firms. It unifies onboarding, planning, portfolio management, monitoring, reporting, and compliance on a single foundation, with a specialized AI agent that takes on the repetitive work that has traditionally consumed advisor time. The Agentic Wealth OS is shaped by the same forces this award recognizes: rising client expectations, mounting compliance demands, fragmented data, and the need to grow capacity without growing headcount. It is our answer to the problems the firms on this list set out to solve. We're proud to be acknowledged on each of these dimensions, and equally proud of the company we're keeping on the list. To our clients, partners, and the Onevest team, thank you. Read the full report on 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 tools work together across an entire wealth management ecosystem. NEW YORK, NY – April 28, 2026 – Today, we’re launching the OneVest MCP Server, a Model Context Protocol bridge designed to securely expose wealth management workflows to Large Language Models. Where OneVest's recently released Agentic Wealth OS delivers execution across the wealth management enterprise, the MCP server extends that intelligence into any MCP-compatible AI tool, including Anthropic's Claude, Cursor, and others, connecting it directly to a firm's live environment: live data, current pipeline, outstanding tasks and much more. The AI works from inside the system of record, in real time, not from a snapshot or a data export. Built on an open standard, the OneVest MCP Server does not operate in isolation. It works alongside any other MCP-compatible tool in the market, unlocking use cases that compound as more of the wealth management industry adopts the standard. OneVest customers will now be positioned at the center of that ecosystem. The Result? Agentic Can Now Go Further. The OneVest MCP Server enables wealth management firms to operate with a level of AI connectivity that most platforms are still building toward. Advisors and wealth managers can interact with live data, manage their full book of business, and execute workflows through natural language, without leaving the AI tools they already use. Firms that deploy MCP-connected systems today are building a competitive advantage that compounds over time, and the OneVest MCP Server is how firms get there now. “The Agentic Wealth OS was built to eliminate the manual labor tax on advisors and operations teams. The MCP server is what makes that promise portable,” said Jakob Pizzera, COO of OneVest. “Now the AI our clients use every day, whatever tool that is, connects directly to live data and executes real wealth management work. That is the vision of the Agentic Wealth OS fully realized: intelligence that acts, wherever the advisor already is.” One Secure Connection, Across Every Workflow and Every Tool. The OneVest MCP Server delivers a single, secure connection into the entire wealth management workflow. An advisor who prefers working in Claude can now chat with Claude and execute directly inside the OneVest system, pulling a full client briefing, searching their book of business, logging a call, or updating a record through natural language. Operations teams can query live AUM, track opportunity pipelines, and generate custom reports, all without the manual overhead. Every MCP session is authenticated and strictly scoped to each user and each firm, with no cross-firm data access possible by design, giving banks, RIAs, and broker-dealers the compliance posture they require without any additional infrastructure to manage. The OneVest MCP Server is built on an open standard, it works alongside any other MCP-compatible tool a firm connects, from research and market data to document management and internal systems, all inside the same AI session and under the same authenticated identity. For the firm, every new connection compounds the value of the ones already in place. What the OneVest MCP Connects The MCP server gives AI agents live, secure access to the core of the wealth management workflow. It is not read-only. The AI can query and write back to the CRM, creating and updating clients, contacts, accounts, positions, transactions, and more, all scoped to the authenticated user’s permissions. Because OneVest implements the open MCP standard, firms are not committed to a single AI vendor. The integration works with any MCP-compatible AI today and with whatever tools emerge tomorrow. The firm chooses the AI. OneVest provides the live connection. “No firm should ever have to choose between the AI tools they want and the wealth platform they trust,” said Nathan Di Lucca, CTO of OneVest. “The MCP server is how the Agentic Wealth OS becomes truly ambient. It is the execution layer that lets any AI agent move from conversation to action, inside the system of record, in real time. Most wealth management platforms have this on a roadmap. OneVest offers this today.” The New Standard: An Agentic Wealth OS That Meets Advisors Where They Are OneVest is setting a new benchmark in wealth technology. Not just an AI-native platform that executes inside its own walls, but one that extends that execution to any AI tool a firm chooses to deploy. The intelligence layer and the system of record are now one, regardless of where the advisor is working. Most wealth management platforms are still describing this future. OneVest’s clients are already operating in it. 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
NewsTwo awards. One vision: wealth management, reimagined.
PWM Wealth Tech Awards 2026 We’re proud to announce that OneVest has been named a winner in two categories at the 2026 PWM Wealth Tech Awards, one of wealth management’s most respected industry recognitions, published annually by Private Wealth Management, a Financial Times publication. PWM Wealth Tech Awards 2026: WINNERS Best Supplier for Use of AIBest Supplier for Client Onboarding Technology These awards reflect the work our team has been doing to fundamentally rethink how wealth management firms operate. Not just digitize the old way of doing things, but rebuild from the ground up. In March 2026, we launched the Agentic Wealth Operating System: an AI-native platform designed to automate the operational workflows that slow wealth management firms down from account opening and document processing to compliance checks and data handling. The Agentic Wealth OS moves beyond simple alerts and notifications. It’s a true “Jobs to be Done” engine, one that understands context, takes action, and improves the fragmented, paper-heavy processes that have long burdened advisors and operations teams. The result: less time on administration, more time with clients. Being recognized in both AI and onboarding is meaningful to us, because those two categories aren’t separate. The future of onboarding is AI-powered, and the future of AI in wealth management is only as good as the client experience it creates. A thank you to our team, our partners, and the firms who trust us to power the future of wealth management. Check out the full list of PWM Wealth Tech Awards winners here.
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. TORONTO, ON- April 20, 2026 - OneVest, a leading provider of next-generation wealth management technology, today announced it is partnering with Mackenzie Investments ("Mackenzie"), a leading global asset manager, as the firm advances its digital experience transformation strategy. Through this joint initiative, Mackenzie will introduce its new digital client and advisor portals with modern, scalable infrastructure, supported by OneVest’s wealth management operating system later this year. This collaboration with OneVest represents an important milestone in Mackenzie’s broader digital transformation and its client experience ecosystem, spanning digital platforms, data infrastructure, and servicing capabilities to reduce friction and better support advisors and investors. As Mackenzie continues to evolve its digital ecosystem, the firm demanded a high-velocity, API-first architecture capable of integrating seamlessly with its complex enterprise environment. To enable this strategy, Mackenize selected OneVest’s platform for its unique ability to deliver a highly configurable, white-labelled user interface that eliminates administrative friction for the firm’s network of more than 40,000 financial advisors and their clients. “Mackenzie is a visionary institution that deeply understands the importance of elevating the advisor and investor experience in a rapidly changing market,” said Amar Ahluwalia, CEO of OneVest. “Modern asset management requires a shift from rigid, legacy systems to agile, modular environments. Our technology doesn’t force firms to change their business; it provides the flexible engine needed to accelerate it. By supporting Mackenzie’s new digital experiences, we’re providing the high-velocity infrastructure they need to deliver a refined, state-of-the-art experience for their clients.” The Power of Modern Enterprise Technology The collaboration highlights the strength of OneVest’s model in delivering sophisticated, adaptable solutions for the world’s leading financial institutions. Key highlights of the collaboration include: Next-Gen Digital Portals: A new, curated user interface designed to empower advisors to manage their operational workflow more efficiently through, while elevating investor experience through a new investor portal and mobile app.Modular Enterprise Flexibility: OneVest’s architecture is designed specifically for the enterprise customer, offering the ability to integrate flexibly back into established systems and iterate quickly on user experiences.High-Velocity Data Architecture: Universal data orchestration architecture that ensures high-speed performance and data integrity across Mackenzie’s enterprise-scale user base, maintaining a secure and streamlined flow of information. “Delivering a seamless, high-quality experience for advisors and investors is central to our strategy,” said Luke Gould, President and CEO of Mackenzie Investments. “As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.” 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 Mackenzie Investments Mackenzie Investments (“Mackenzie”) is a Canadian investment management firm with approximately $246 billion in assets under management as of March 31, 2026. Mackenzie seeks to create a more invested world by delivering strong investment performance and offering innovative portfolio solutions and related services to more than one million retail and institutional clients through multiple distribution channels. Founded in 1967, it is a global asset manager with offices across Canada as well as in Beijing, Boston, Dublin, Hong Kong and London. Mackenzie is a member of IGM Financial Inc. (TSX: IGM), part of the Power Corporation group of companies and one of Canada’s leading diversified wealth and asset management organizations with approximately $314 billion in total assets under management and advisement as of March 31, 2026. For more information, visit mackenzieinvestments.com
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. 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
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. 25, 2026 — OneVest today announced that Co-Founder and CEO Amar Ahluwalia and CTO Nathan Di Lucca have been named winners at the WealthBriefing WealthTech Americas Awards 2026, earning Innovator of the Year and Chief Technology Officer of the Year, respectively. The annual awards recognize the most visionary firms and leaders redefining the future of global wealth management. Winners are selected by an independent panel through a rigorous judging process. Ahluwalia was honored for leading the development of OneVest’s execution-driven, intelligent wealth platform, built to help institutions modernize legacy infrastructure, elevate operational precision, and deliver highly personalized digital wealth experiences. “We’re not building for yesterday’s wealth management model,” said Ahluwalia. “We’re building for what’s next, an adaptive, deeply integrated, and AI-ready solution. Our platform enables firms to scale intelligently, reduce friction between advisors and home offices, and elevate the client experience, all without introducing new layers of complexity.” Di Lucca earned CTO of the Year honors for reimagining how wealth technology should be architected. Drawing on leading engineering principles from across modern software and platform design, he has built OneVest’s open-architecture foundation to challenge the fragmented, legacy-first conventions that have long defined the industry. Judges recognized his ability to apply first-principles thinking to wealth management by unifying data, workflows, and user experience into a cohesive system that surfaces intelligence contextually and adapts to an evolving regulatory landscape. “Modernization only works if the foundation is secure, scalable, and intelligent,” said Di Lucca. “We’ve built infrastructure institutions can rely on, designed for automation, strong interoperability, and secure data management empowering advisors and operations teams to work within a unified, high-performance environment.” Stephen Harris, CEO of ClearView Financial Media and publisher of WealthBriefing, congratulated this year’s winners, noting that each honoree was selected following an independent and highly competitive evaluation process recognizing excellence across the global wealth management industry. Together, the awards underscore OneVest’s position at the intersection of wealth management and advanced technology. By combining deep industry expertise with next-generation engineering, OneVest is redefining how institutions modernize, scale, and compete in a digital-first era, bridging the gap between legacy financial infrastructure and intelligent, AI-driven innovation. About OneVest OneVest is a financial technology company redefining wealth management through an intelligent 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. To learn more, visit www.onevest.com About ClearView Financial Media Ltd (“ClearView”) ClearView Financial Media was founded by Chief Executive, Stephen Harris in 2004, to provide high quality ‘need to know’ information for the discerning private client community. London-based, but with a truly global focus, ClearView publishes the WealthBriefing group of newswires, along with research reports and newsletters, while also running a pan-global thought-leadership events and awards programme. Contacts marketing@onevest.com
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, today announced the expansion of its multicurrency capabilities designed to help institutions more effectively manage clients with international assets and globally diversified portfolios. This enhancement builds on OneVest’s recent multilingual update and further strengthens the global infrastructure firms rely on to deliver consistent client service across geographies.As wealth management professionals increasingly operate across regions, currencies, and regulatory environments, OneVest’s updated multicurrency functionality will provide advisors the tools and flexibility needed to manage complex relationships through a single, integrated platform. Enhanced Multicurrency Support for Global Advisors Alongside existing USD and CAD capabilities, firms will soon have access to OneVest’s unified multicurrency framework, including: Expanded Currency Coverage: Upcoming support for EUR, GBP, AED, and JPY, enabling firms to meet the needs of global investors and cross-border familiesCurrency-Aligned Reporting: Unified, currency-consistent reporting and performance measurement that automatically adapts to the client’s preferred base currency Multicurrency Billing & Operations: Streamlined billing and fee calculations across new currencies, reducing manual work and improving accuracy “As wealth professionals look beyond their home markets, they need systems that can grow with them,” said Amar Ahluwalia, CEO and Co-Founder of OneVest. “These moments, when clients relocate, inherit foreign assets, or begin earning global compensation, demand a platform that can keep pace, so firms can support those shifts without disrupting the way they already operate.” Streamlined Cross-Border Management The enhanced multicurrency framework supports the full lifecycle of global wealth management, from onboarding through account servicing and continuous reporting. Key benefits include: Consistent Client Statements: Presented in the client’s selected base currency and unified within a single, integrated view across the platformSimplified Account Management: Designed for advisors supporting clients with both domestic and international assets, without changing systems or workflowsReduced Operational Risk: Enabled by standardized currency treatment across reporting, billing, and reconciliation within OneVest’s unified operational framework “Firms shouldn’t have to stitch together-plug ins or separate systems just to manage currency exposure,” said Nathan DiLucca, Chief Technology Officer at OneVest. “By adding these new currencies directly into OneVest, we’re giving institutions a more dependable and centralized way to handle, and expand, global portfolios.” The OneVest Advantage With this update, OneVest continues to lead the industry in delivering: Modular, scalable architecture built for multi-region support Unified advisor and client experiences, tailored to user preferences Dynamic workflows that adjust based on regulatory and operational needs Faster time-to-market for enterprise firms looking to serve new geographies About OneVest OneVest is a financial technology company transforming wealth management through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture and microservices design enable financial institutions to configure solutions that fit their business, while delivering a seamless advisor and client experience. OneVest serves financial institutions across North America and global markets.
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, today announced a significant expansion of its multilingual capabilities, with additional language and currency support designed to make wealth management more accessible, inclusive, and globally scalable. While many fintech platforms focus narrowly on interface translation, OneVest is transforming what accessibility looks like by delivering true multilingual integration across the full advisor and client experience. “We’re empowering wealth management firms to deliver more personalized and trusted experiences to their clients, while giving them the tools they need to grow their businesses confidently,” said Amar Ahluwalia, CEO and Co-Founder of OneVest. “Whether they’re serving multilingual households or managing cross-border portfolios, advisors can now operate in the language that best fits their clients’ needs.” Breaking the Language Barrier in Wealth Management OneVest’s localization feature supports English, French, and Spanish today, with Simplified Chinese, Japanese, Arabic, and Portuguese launching in early 2026. This expansion will enable RIAs, home offices, and enterprise firms to serve increasingly diverse households and regions with ease. Unlike many legacy systems that rely on static or partial translations, OneVest’s multilingual experience is deeply integrated across onboarding workflows, advisor and client portals, performance reports, statements, and compliance documentation. Each layer adapts dynamically based on user preference, creating a unified experience for advisors and clients. “This expansion builds on OneVest’s modular architecture to help firms scale confidently into new markets, meet regulatory expectations, and offer a premium experience to every client, regardless of language,” said Nathan DiLucca, Chief Technology Officer at OneVest. Platform Highlights: Language support for English, French, and Spanish across the full platform, including advisor portals, client onboarding, reports, statements, and agreementsExpanded language support coming soon for Simplified Chinese, Japanese, Arabic, and Portuguese, available across all key platform experiences.Configurable language preferences at the user, client, and home office level, enabling advisors to tailor communications and documents based on client demographics. The OneVest Advantage: OneVest continues to lead the industry in delivering scalable, intelligent infrastructure that adapts to the way modern wealth firms operate, including: Modular, scalable architecture built for multi-region support Unified advisor and client experiences tailored to user preferences Dynamic workflows that adjust based on regulatory and operational needs Faster time-to-market for enterprise firms looking to serve new geographies 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. To learn more, visitwww.onevest.com For more information please contact: marketing@onevest.com
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 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
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. OneVest supercharges platform connectivity for wealth firms with new custodial integration with Aviso. This enhanced interoperability enables firms to unify core operational workflows within the OneVest platform, streamlining operations and accelerating digital transformation. This new integration with Aviso highlights OneVest’s ability to deliver end-to-end connectivity on accelerated timelines, enabling firms to streamline operations, modernize client experiences, and move confidently toward full-suite platform adoption. The Aviso integration enables firms that custody with Aviso to achieve end-to-end platform connectivity across onboarding, client and advisor portals, portfolio management, fees and billing, reporting, and more. It joins OneVest’s expanding network of custodian integrations, designed to support multi-custodian environments and minimize switching friction for firms. These integrations are a key pillar of OneVest’s mission to provide secure, unified data infrastructure across the wealth management ecosystem. This full end-to-end integration with Aviso includes robust support for account opening, trading, and money movement, delivering a comprehensive custodial integration that streamlines key operational workflows from front to back office. Built in a sophisticated and scalable pattern, it allows firms using Aviso as a custodian to onboard onto the OneVest platform with ease and gain immediate access to OneVest’s industry-leading front-end tools. By collaborating directly with custodians, OneVest shortens time-to-value for its partners. As we continue to expand our partner ecosystem, OneVest leads the way in delivering flexible, enterprise-grade infrastructure designed for today’s modern wealth management. "Our ability to swiftly integrate with custodians like Aviso is a core strength of OneVest’s open architecture platform," said Amar Ahluwalia, CEO of OneVest. "We’re proud to support forward-thinking firms in delivering innovative client experiences and transforming advisor workflows." About OneVest OneVest is a financial technology company transforming wealth management by delivering a wealth operating system through a unified, modular platform that streamlines everything from onboarding to portfolio management and analytics. Its open architecture design enables financial institutions to configure solutions that fit their business while delivering a seamless advisor and client experience. OneVest serves institutions in the U.S., Canada, and global markets. Contact: marketing@onevest.com. About Aviso Aviso is a leading wealth management services provider for the Canadian financial industry, with over $160 billion in total assets under administration and management as of October 31, 2025. Aviso is building a technology-enabled, client-centric wealth management ecosystem. Its clients include partners, advisors and investors. Aviso is a trusted partner for nearly all credit unions across Canada, in addition to a wide range of portfolio managers, investment dealers, insurance and trust companies, and introducing brokers. Aviso’s dual-registered investment and mutual fund dealer and insurance services support thousands of investment advisors. Its asset manager oversees a growing lineup of investment solutions, including NEI funds and portfolios, and its Managed Assets Program provides a comprehensive range of separately managed accounts. Aviso’s online brokerage, Qtrade Direct Investing®, empowers self-directed investors, while its automated investing service, Qtrade Guided Portfolios®, serves investors who prefer a hands-off approach. Aviso Correspondent Partners provides custodial and carrying broker services to a wide range of firms. Aviso is backed by the collective strength of its owners: the credit union Centrals, Desjardins, and Co-operators/CUMIS. Aviso is proud to power businesses that empower investors. For more information visit aviso.ca.
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