OneVest

Toronto, Canada · ≈96 employees · onevest.com

OneVest is a Canadian financial technology company founded in 2021, headquartered in Calgary, Alberta. The company specializes in wealth management through its AI-native, modular "Wealth-as-a-Service" (WaaS) platform. This platform is designed to automate and streamline various functions for financial institutions, enhancing their operational efficiency. OneVest's comprehensive platform includes features for client onboarding, portfolio management, analytics, compliance, and dedicated portals for advisors and clients. It offers no-code personalization, allowing firms to customize solutions easily, and includes a unique Wealth API for embedding investment portfolios into consumer products. The company targets financial institutions across North America, including banks, credit unions, registered investment advisors, asset management firms, and fintech companies, helping them modernize their wealth delivery and improve operational workflows.

Financial Services

Also: fintech · wealthtech · banking · startups · cloud-based wealth platform · no-code customization · fintech integration · microservices architecture · finance · api integration · other financial investment activities · document management

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OneVest

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