Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest’s commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office.
As the industry evolves, OneVest’s modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market.
Recognized by the Industry
That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards:
- Client Onboarding/New Account Opening – Digital Onboarding Platform
- Innovation Platforms – Next Best Action Powered by AI
These honors validate OneVest’s leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity.
A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space.
Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the “Work Smarter, Not Harder: AI’s Role in Operational Excellence” panel held on Tuesday, June 10 at 2:50–3:30 PM ET.
The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment.
Orchestrating the Entire Wealth Stack
OneVest’s platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance.
An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations.
These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work.
Streamlined Advisor Onboarding for Growing Firms
OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent.
Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it’s a costly and inconsistent experience that strains transition teams and jeopardizes client retention.
OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed.
About OneVest
OneVest is a financial technology company on a mission to Power the World’s Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation.
For more information, please visit OneVest.com.
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Contacts
Tina Tuli
press@onevest.com
