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.
Funding
$18.3M raised to dateRaised 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.
Founders
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.