OneVest Investments

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


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.

Financial Institutions

Latest news OneVest