About 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.

```xml <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. </problem> <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. </solution> <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. </features> <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. </target_audience> <revenue_model> OneVest operates on a subscription-based model, offering tiered pricing based on the modules selected and the level of customization required. </revenue_model> ```

What does OneVest do?

Where is OneVest located?

OneVest is based in Calgary, Canada.

When was OneVest founded?

OneVest was founded in 2021.

How much funding has OneVest raised?

OneVest has raised 18260000.

Location

Calgary, Canada

Founded

2021

Funding

18260000

Employees

73 employees

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OneVest

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Executive Summary

onevest.com 5K+

Founded 2021 – Calgary, Canada

Funding

Estimated Funding

$10M+

Team (50+)

No team information available.

Company Description

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.

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.

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.

Revenue Model

OneVest operates on a subscription-based model, offering tiered pricing based on the modules selected and the level of customization required.