ONEVEST
Company Overview
Social Media Profiles
About OneVest
Description
OneVest is a leading wealth management technology firm, providing a customizable and modular platform designed for financial advisors and firms. Specializing in financial services and fintech, OneVest's software solutions enhance client engagement and streamline investment management, catering to various sectors including e-commerce, retail, and non-profit fundraising.
Specialties
Customizable wealth management platform
Modular software solutions
Enhanced client engagement tools
Streamlined investment management
Compliance support and management
Products & Services
Wealth Management Platform
Client Engagement Solutions
Investment Management Tools
Compliance Support Services
Customization and Integration Services
Contact Information
No contact information available
Competitors & Similar Companies(6)
Wealthfront
Betterment
Personal Capital
Addepar
eMoney Advisor
InvestCloud
News & Media
Search Terms:
onevest
Search Topics:
AcquisitionAI: Product LaunchInvestment: Approval FundingProject: Bid and AuctionBusiness ExpansionFinancing and FundraisingInvestmentJoint VentureLeadership Change (CXO)MergerPartnershipProduct LaunchPublic Offering (IPO)RebrandingReorganizationRestructuringValuation
Featured News
Frequently Asked Questions about OneVest
Where is OneVest located?
The headquarter of OneVest is located in Calgary, Alberta, Canada
What is the official website of OneVest?
The official website of OneVest is https://www.onevest.com
What industry does OneVest belong to?
OneVest belongs to the Financial Services, Fintech, Software and SaaS, E-commerce and Retail, Non-Profit and Fundraising industry.
What are the specialties of OneVest?
OneVest specializes in Customizable wealth management platform, Modular software solutions, Enhanced client engagement tools, Streamlined investment management, Compliance support and management.
What products and services is OneVest likely to offer?
OneVest offers Wealth Management Platform, Client Engagement Solutions, Investment Management Tools, Compliance Support Services, Customization and Integration Services.
Who are the competitors of OneVest?
Competitors of OneVest are Wealthfront, Betterment, Personal Capital, Addepar, eMoney Advisor, InvestCloud.
What does OneVest do?
OneVest is a leading wealth management technology firm, providing a customizable and modular platform designed for financial advisors and firms. Specializing in financial services and fintech, OneVest's software solutions enhance client engagement and streamline investment management, catering to various sectors including e-commerce, retail, and non-profit fundraising.