OneVest
OneVest is a modular Wealth-as-a-Service platform that provides customizable solutions for wealth management, including client onboarding and portfolio management, through a no-code interface and robust API integration. The platform enhances operational efficiency and compliance for enterprises by streamlining workflows and personalizing client experiences in a rapidly evolving financial landscape.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Funding
Raised to date
$18.3MRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
+1Founders
Product
Problem
Wealth management firms face challenges in delivering personalized client experiences, streamlining operational workflows, and maintaining compliance in a rapidly changing regulatory environment. Existing systems often lack the flexibility to adapt to evolving market trends and individual client needs, leading to inefficiencies and increased costs.
Solution
OneVest offers a modular Wealth-as-a-Service (WaaS) platform that enables wealth management firms to customize their technology stack and enhance operational efficiency. The platform provides a suite of modules, including client onboarding, portfolio management, and client portals, that can be integrated with existing systems through a no-code interface and robust API. By streamlining workflows, automating compliance processes, and personalizing client interactions, OneVest helps firms deliver a modern, efficient, and compliant wealth management experience. The platform's modularity allows firms to select and integrate only the modules they need, providing flexibility and cost-effectiveness.
Target Audience
OneVest primarily targets banks, credit unions, wealth managers, insurance companies, custodians, asset managers, financial planners, and FinTechs seeking to modernize their wealth management technology.
Features
- Modular architecture allowing selection of specific functionalities like client onboarding, portfolio management, and client portal.
- No-code configuration for branding and workflow customization without requiring programming expertise.
- Robust API for deep customization and embedding wealth management functionalities.
- Streamlined client onboarding with simplified KYC information collection.
- Configurable web and mobile client apps for personalized digital experiences.
- Advisor portal for account handling, goal setting, performance monitoring, and secure document sharing.
- Integration capabilities to connect with existing infrastructure.
- Analytics and reporting tools for insights into client portfolios and business performance.