Company
OneVest
The Wealth Operating System.
Also known as OneVest Technologies Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2B
- Customers
- wealth managers, RIAs, and banks
- Legal name
- OneVest Technologies Inc.
- onevest.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Press page (opens in a new tab)
- Careers (opens in a new tab)
Claim, correct or request removal
Record updated 18 September 2026
About
OneVest is a financial technology company redefining wealth management with an AI-native, agentic operating system. Its unified platform advances fragmented legacy systems, enabling firms to operate with greater speed, control, and scale.
Products
- Web
- Wealth Operating System
Loading relationship preview