OneVest

OneVest is a financial technology company that provides what it describes as a unified wealth operating system: a modular, AI-native platform that connects a wealth firm's existing systems, unifies client and account data into a single record, and automates workflows across the wealth lifecycle. Capabilities offered as modules include client onboarding, account opening, money movement, CRM, document management and e-signature, supervision and suitability checks, portfolio management, data aggregation, reporting, business intelligence and a collaboration layer marketed as OneVest Pulse — a shared, AI-powered activity stream where advisors, operations and home-office teams work with an agent and where tasks, owners and actions are logged for audit. The platform is delivered through three role-based experiences (Advisor Workspace, Operations Workspace and Client Portal), plus advisor and client mobile apps, and can be consumed as a web app, mobile app or headless via APIs.

Earlier positioning described the company as a "wealth-as-a-service" platform offering end-to-end wealth management from client onboarding to portfolio management and analytics, built modularly so financial institutions could fill specific gaps rather than replace entire stacks. The company states it is SOC 2 Type II certified, uses end-to-end encryption and role-based access controls, exposes all capabilities via API, and supports live data access through a native MCP server for AI systems. The platform supports multiple languages (English, Spanish, French, Arabic) and currencies (USD, CAD, EUR, GBP, AED).