One Platform.Agentic AI.The Future of WealthManagement.
Advisors, operations, and clients each work in a unified experience designed for them, connected by a powerful AI collaboration and oversight layer that keeps your whole firm in sync.
Built different.For tomorrow's wealth advisors.
Legacy platforms bolt features together. OneVest is an agentic OS where every workflow, workspace, and integration is orchestrated by a single intelligent core.
Universal Orchestration
Connect every tool, custodian, and data source your firm relies on. Workflows run end-to-end across your entire stack without manual hand-offs or broken integrations.
Agentic AI
Your OneVest agent pulls data, initiates tasks, and drives every workflow to completion. Actions are logged, auditable, and flagged for human review where your compliance controls require it.
Modular Architecture
Purpose-built workspaces and capabilities that fit your business model. Deploy what you need now, keep everything you already have, and expand your footprint as your firm grows.
API-First and Headless Delivery
Every capability is available via API. Embed OneVest directly into your own interface or mobile app. Your advisors and clients get your brand, no experience layer required.
Live Data and MCP Integration
Pull live data from custodians, CRMs, and more via a native MCP server. Multiple integration patterns ensure your workspace and workflows always reflect the true state of your business.
Enterprise-Grade Security
SOC 2 Type II certified, with end-to-end encryption, role-based access controls, and a full audit trail on every action. Built to meet the compliance standards your regulators and clients demand.
Delivered your way.
Choose your experience layer, select your capabilities, and connect your data. OneVest adapts to how your firm operates, not the other way around.
1 Choose your workspaces
2 Choose your delivery
3 Select your solutions
4 Types of integrations
Your stack preview
Start building your stack. Select workspaces, delivery, capabilities, and connections on the left.
Designed for how advisors
actually work.
A unified front office that brings client data, AI-powered workflows, and real-time collaboration into a single, intuitive workspace.
OneVest Advisor Workspace
Advisor Workspace
- AI-powered Pulse feed
- Real-time portfolio data
- Unified client view
- Agentic task execution
Built for every firm
that manages wealth.
Each segment gets a purpose-built configuration of the Wealth OS, tailored to the specific workflows, compliance requirements, and client experiences that define your firm type.
Serve clients in their language, operate in their currency.
Multi-Language
English, Spanish, French, Arabic, and growing
Multi-Currency
USD, CAD, EUR, GBP, AED, and expanding
Stand Out. Scale Smart.Stay Innovative.
Wealth management firms who partner with OneVest don't just keep up, they lead. Let us show you what our Wealth OS can do for your practice.
The OneVest platform
One operating system. Built to fit.
What is the OneVest platform?
The OneVest platform is a unified wealth management operating system with three connected workspaces: Advisor, Operations, and Client, orchestrated by a single AI core. It unifies onboarding, account opening, money movement, client management, and reporting across a firm's entire stack.
Is OneVest modular, or do I have to replace everything?
OneVest is modular by design. Firms can deploy a single capability or the full operating system, with no rip-and-replace required. It connects to existing custodians, data providers, and third-party systems through open APIs.
Which custodians does OneVest support?
OneVest supports multiple custodians. Current public OneVest sources name integrations or active data connections with Schwab, Apex, and Aviso. Available connections can change, so confirm support for your firm's custodians during a demo.
Is OneVest secure and compliant?
Yes. OneVest is SOC 2 Type II certified and built for regulated financial environments, with role-based access and a full audit trail across every workflow.