Verified fintech
OneVest
- Headquarters
- Calgary, Canada
- Website
- onevest.com
- Category
- Wealth & investing
About
OneVest provides wealth management infrastructure for financial institutions. Its platform brings together advisor tools, back-office operations and client-facing experiences, covering onboarding, account opening, money movement, client management and supervision. It serves RIAs, broker-dealers, banks, asset managers and insurance companies.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.