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Who We Serve

Wealth Technology,
Built for Your Market.

From RIAs to banks to insurers, OneVest gives every part of wealth one Agentic Wealth OS, tuned to the workflows, controls, and outcomes your business runs on. Find the fit for yours.

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One Platform.

Every Segment in Wealth.

Trusted across every segment of wealth in North America

Merit Financial Advisors
ATB Financial
Wellington-Altus Financial
Addenda Capital
Westwood Wealth Management
Picton Investments
PWL Capital
Neo Financial
American Global Wealth Management
CST Savings
Global View Capital Advisors
Mackenzie Investments
Manzil
Merit Financial Advisors
ATB Financial
Wellington-Altus Financial
Addenda Capital
Westwood Wealth Management
Picton Investments
PWL Capital
Neo Financial
American Global Wealth Management
CST Savings
Global View Capital Advisors
Mackenzie Investments
Manzil
Who We Serve

Find the Fit for Your Firm.

OneVest serves every segment of wealth — RIAs, RIA aggregators, broker-dealers, asset managers, banks, and insurers — on one platform, tuned to the workflows and outcomes each business runs on. Find the core shift it makes for yours below.

For RIAs

Independent firms, without the operational drag

Growing an RIA usually means adding people to keep up with paperwork. OneVest automates the onboarding and servicing work instead, so client capacity grows without headcount.

  • Account transfers and openings that don't stall in manual steps
  • One workspace for servicing every client request
  • Oversight that scales as you add advisors
Explore the RIA solution

For RIA Aggregators

Every firm you acquire, on one operating model

Acquisition is the easy part; integration is where value leaks. OneVest brings each new firm onto shared workflows and migrates their data, without flattening the independence advisors signed up for.

  • Faster advisor and book-of-business transitions
  • One standard model across a mixed-stack network
  • Data that moves between firms instead of staying boxed in
Explore the RIA aggregator solution

For Broker-Dealers

Speed for advisors, visibility for the home office

A distributed network needs both: advisors who can move quickly and a firm that can see everything. OneVest pairs AI advisor workflows with a supervision workspace for oversight and exceptions.

  • AI workflows that speed everyday advisor tasks
  • Central review of activity across every rep
  • Exceptions and supervision handled in one place
Explore the broker-dealer solution

For Asset Managers

Products that are easy to distribute and service

Distribution moves fast when your data and workflows are connected. OneVest links your systems so advisors can transact on your products and investors get serviced without the back-and-forth.

  • Connected data across the systems you already run
  • Product and account workflows in one workspace
  • Investor servicing without manual handoffs
Explore the asset manager solution

For Banks

Wealth as a core part of the client relationship

Wealth shouldn't sit apart from the rest of banking. OneVest connects branch, digital, and mobile on shared data, on infrastructure that meets your access, risk, and integration standards.

  • One client view across every channel
  • Automated onboarding, KYC, and servicing
  • Enterprise access and risk controls throughout
Explore the banking solution

For Insurance Companies

New business to in-force, in one workflow

Policy work stalls in the handoffs between people, queues, and systems. OneVest runs new business and in-force servicing on connected data so applications and changes keep moving.

  • Applications and suitability without the wait
  • In-force changes that don't sit in queues
  • An audit-ready trail captured as work happens
Explore the insurance solution

See the Agentic Wealth OS in action.

Whatever part of wealth you run, see how one connected platform automates the work and gives your team a faster way to serve clients.

Book a Demo