OneVest

About

OneVest is a Canadian financial technology company offering a comprehensive Wealth-as-a-Service (WaaS) platform. The company enables financial institutions such as banks, credit unions, and asset managers to quickly integrate and offer wealth management services to their clients through modular software solutions. OneVest's platform simplifies portfolio management, client onboarding, compliance, and analytics, allowing institutions to offer personalized investment services with streamlined operations. Founded in 2021, OneVest has quickly grown by providing scalable and flexible wealth management infrastructure that enhances both client and advisor experiences.