OneVest Investments

Delivering embedded wealth management via a Wealth-as-a-Service platform.

Descrizione del servizio

OneVest is a financial technology company dedicated to innovating wealth management. The company offers an embedded Wealth-as-a-Service (WaaS) platform that allows any enterprise to offer personalized investment portfolios via an API. This enables consumer fintechs, credit unions, traditional banks and wealth management firms to offer a digitally-native user experience for personalized wealth management to their end customers that can be launched in a few weeks.

Business
Financial Institutions

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