What OneVest does

OneVest is a Canadian-headquartered wealthtech company that operates an AI-native Agentic Wealth Operating System for financial institutions. Founded in 2021 and based in Toronto, with additional offices in New York and London, OneVest provides a modular, API-first platform that unifies fragmented wealth management workflows including client onboarding, account opening, money movement, CRM, document management, supervision, and client servicing into a single operating layer. The platform is built on a microservices architecture with open APIs and includes a proprietary MCP (Model Context Protocol) Server that lets external AI tools such as Anthropic's Claude read and write to live wealth data in a controlled, audit-ready fashion. AI agents autonomously execute middle- and back-office workflows rather than merely providing recommendations, with claimable outcomes including onboarding completion in under 5 minutes (versus 12-14 days manually), ~5 hours saved per account opened, and 80-90% reduction in manual client-update work.

OneVest sells primarily to enterprise customers across four primary segments — Registered Investment Advisors (RIAs), broker-dealers, asset managers, and banks — with insurance companies and RIA aggregators as secondary targets. The customer base includes anchor accounts such as Mackenzie Investments ($246B AUM, 40,000+ advisors) and Merit Financial Advisors ($24B+ AUM, 55+ US offices), alongside a broader logo set spanning Wellington-Altus, ATB Financial, Addenda Capital, PWL Capital, Neo Financial, and others. Distribution combines direct enterprise sales with a partnership-led channel, including co-development deals with Apex Fintech Solutions and Envestnet that embed OneVest inside two of North America's largest wealth infrastructure platforms, plus custodian integrations with Aviso Wealth, Schwab, and DriveWealth.

The business model is subscription-based enterprise SaaS, priced on a quote basis tied to workspaces (Advisor, Operations, Client Portal) and solution modules selected. Revenue is not publicly disclosed. The company has raised nearly $40 million across a CAD $17 million Series A (June 2023, OMERS Ventures) and a $20 million Series B (January 2025, Salesforce Ventures), with participation from Allianz Life Ventures, TIAA Ventures, Deloitte Ventures, and others. OneVest is SOC 2 Type II certified and operates with a 100+ person team that is 75% engineering and product.

Name

OneVest

Legal name

OneVest Technologies Inc.

Website

https://onevest.com

Company type

Private

Founded year

2021

Operating status

Operating

Headcount range

51–100 employees

Short description

OneVest provides an AI-native Agentic Wealth Operating System that unifies onboarding, money movement, CRM, compliance, and client servicing for wealth management firms, including RIAs, broker-dealers, asset managers, and banks.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Software Publishers (5132), Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services (518)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Private Client Custody & Brokerage (Execution, Reporting, Safekeeping) (FSAAABAN), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)

Keywords

• Wealth management software
• Digital onboarding platform
• Wealth operating system
• Advisor CRM platform
• Money movement workflows

Headquarters

HQ city

Calgary

HQ country

Canada

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations

Revenue model

1. Platform/SaaS Subscription: Subscription-based revenue from providing access to the Agentic Wealth Operating System. Firms pay for the platform based on workspaces deployed (Advisor Workspace, Operations Workspace, Client Portal) and solutions modules (Onboarding, Money Movement, Account Opening, CRM, Document Management, etc.).

Pricing tiers

Distribution channels3 records

Marketing channels5 records

Core offering

OneVest provides an AI-native Agentic Wealth Operating System — a modular, API-first, no-code Wealth-as-a-Service platform that unifies onboarding, account opening, money movement, CRM, document management, compliance supervision, and client servicing into autonomous workflows for wealth management firms. The platform is delivered through three integrated workspaces (Advisor, Operations, Client Portal), a Pulse collaboration layer, and white-label mobile and GO offerings.

Product overview

OneVest is a fintech company offering an Agentic Wealth Operating System — an AI-native, modular platform for wealth management firms. The core platform unifies onboarding, compliance, client servicing, and operations through autonomous AI agents that execute workflows rather than merely providing insights. The product architecture consists of three integrated workspaces (Advisor Workspace, Operations Workspace, Client Portal), connected by the AI-powered Pulse collaboration layer. Key modules include Agentic Onboarding, Money Movement, Account Opening, Client Management, Document Management, Supervision, and native CRM. OneVest also offers standalone products including OneVest GO (for independent advisors) and a white-labeled Mobile App. The platform provides API-first delivery with MCP server integration for AI connectivity, enabling integration with custodians (Charles Schwab, Aviso, Apex), platforms (Envestnet), and communication tools (Slack, Microsoft Teams, Outlook, Gmail).

Differentiator

Problem solved

Functional benefit

Brands

• OneVest GO: AI-native wealth relationship workspace built for the modern independent advisor and agile RIA teams.
• Agentic Wealth Operating System
• OneVest Pulse

Products and services

• Agentic Wealth Operating System AI-native core platform that unifies all wealth management workflows, automating middle-office operations including account opening, fund movements, data entry, compliance, and fee billing through autonomous AI agents that execute tasks end-to-end for wealth management firms.
• Advisor Workspace Unified advisor environment that manages the entire client lifecycle from prospecting to servicing, with agentic AI that turns intent into action and automates operations. Centralizes client profiles, portfolio data, task queues, and cross-system workflows for wealth advisors.
• Operations Workspace Control center for firm-wide oversight where agentic AI automates supervisory workflows, enforces compliance in real time, and streamlines operations. Centralizes every workflow, approval, and exception for home office and operations teams.
• Client Portal Modern client application where investors can view, move, and manage their wealth in real time. Unites full financial picture in one place with AI-driven insights and secure collaboration with advisors.
• OneVest GO Standalone AI-native wealth relationship workspace built for independent financial advisors, solopreneurs, and agile RIA teams. Includes automated communication sync (Outlook, Google), AI-driven follow-ups, natural language search across firm history, intelligent document management, and kanban opportunity pipelines.
• Agentic Onboarding AI-led solution module that moves every client from first touchpoint to funded account. Extracts data, routes approvals, runs KYC and compliance checks, and syncs with custodians without manual handoffs. Completes onboarding approximately 3x faster than manual processes.
• Money Movement AI-powered solution module for processing money transfers, contributions, withdrawals, and rollovers. Schedules and routes every fund movement, enforces firm policy, flags exceptions, and maintains time-stamped audit trail without manual coordination.
• Account Opening Solution module that orchestrates account applications from intake to open with AI agent coordinating data extraction, household mapping, compliance checks, and custodian sync. Supports US and Canadian account types including IRAs, RRSPs, TFSAs, and corporate accounts.
• Client Management Solution module that keeps client records automatically synced with custodians and CRM systems. AI agent handles data capture, meeting prep, and communications sync, providing unified client profiles, automated meeting briefs, and pipeline tracking.
• Document Management Secure document vault solution module with AI-powered agreement generation, data extraction, and intelligent filing. Extracts data from documents, generates agreements based on account type, and auto-categorizes files, with embedded e-signature support.
• Pulse (Collaboration) Real-time AI-powered collaboration module connecting advisors, operations, and home office teams. Combines messaging, task execution, and activity tracking embedded across workspaces, with native Slack and Microsoft Teams sync and full traceability in client records.
• Supervision Compliance and supervision solution module embedded in all workflows. Configurable approval rules gate case progression, identity enforcement, and role-based access controls built in. Every action is logged with immutable audit trail for regulatory examination.
• OneVest CRM AI-native CRM solution module built into the platform for wealth management. Includes contacts, mail sync (Outlook/Gmail), conversational AI, tasks, opportunities pipeline, calendar sync, and file storage. AI-enriched data maintenance reduces manual entry by 90%.
• OneVest Mobile App White-labeled mobile application for Android and iOS enabling clients and advisors to access wealth management on mobile. Features include no-code personalization, secure onboarding, portfolio monitoring, money movement, document access, biometric login, and flexible data visualizations.
• MCP Server Model Context Protocol bridge that securely connects OneVest's wealth management workflows to Large Language Models. Enables AI tools like Anthropic's Claude and Cursor to access real-time data, execute workflows, and write back to CRM systems through natural language, with authentication enforced at the API layer.

Quantifiable outcome

• 3x faster onboarding - under 5 minutes vs 12-14 days manual
• +7 more outcomes

Named customers13 records

Segments6 records

Ideal customer profiles6 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

AI capability12 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core.

• Mackenzie InvestmentscoreStrategic or Co-development Partner · 20 April 2026Partnership to deploy OneVest's API-first, modular operating system across Mackenzie's digital platform. Mackenzie ($246B AUM as of March 2026) will launch new digital client and advisor portals, enhanced workflow tools, and onboarding solutions targeting over 40,000 financial advisors. Initiative part of Mackenzie's broader digital transformation spanning platforms, data infrastructure, and servicing capabilities.
• Merit Financial AdvisorscoreStrategic or Co-development Partner · 5 March 2026Strategic partnership to support Merit's vision of building the 'RIA of the Future' and accelerate national expansion. Merit targets 15 acquisitions in 2026 after doubling AUM to $24+ billion. OneVest's platform deployed across Merit's 55+ US offices to streamline advisor onboarding during acquisitions, automate administrative workflows, and unify client data across custodians and planning platforms into a single interface.
• Aviso WealthcoreTechnology or Integration · 4 November 2025Custodial integration enabling end-to-end connectivity for firms using Aviso as custodian. Full integration includes account opening, trading, and money movement support. Joins OneVest's expanding network of custodian integrations supporting multi-custodian environments. Aviso has $160B+ in assets under administration as of October 2025.
• EnvestnetcoreTechnology or Integration · 10 March 2025Integration partnership bringing OneVest's configurable technology solutions within Envestnet's portfolio management platform for Canadian market. Enterprises gain a highly customizable, white-labeled client experience layer on top of Envestnet's tools with bilingual English/French capabilities. Supports desktop and mobile applications.
• Apex Fintech SolutionscoreStrategic or Co-development Partner · 4 March 2025Strategic collaboration combining OneVest's flexible, composable platform with Apex Ascend custodial platform. Expands Ascend's back-office capabilities with configurable front-end experience for advisors and investors and mobile app. Allows clients to access OneVest's versatile product offerings directly through Apex Ascend.

Scale indicators12 records

Recent moves8 records

Expansion highlights6 records

Broad incumbents

• Envestnet: Long-established wealth management technology platform (now owned by Franklin Templeton) offering portfolio management, advisor tools, and data analytics. OneVest has an integration partnership with Envestnet for the Canadian market, making it both a competitor in core platform capabilities and a partner for distribution.
• Salesforce Financial Services Cloud: Salesforce's industry-specific wealth management CRM and platform solution serves a broad set of financial institutions with client management and workflow tools. Salesforce Ventures is OneVest's lead Series B investor, creating both a potential distribution partner and a competitor in adjacent capabilities.

Direct peers

• Orion Advisor Technology: Orion is a leading wealthtech platform serving RIAs and broker-dealers with portfolio accounting, CRM, and advisor workflows. Competes directly with OneVest's Agentic Wealth OS for the same RIA and broker-dealer buyer personas seeking unified operating platforms.
• Addepar: Addepar provides a modern wealth management technology platform serving large RIAs, family offices, and private banks with portfolio reporting, analytics, and data aggregation. Comparable as a modern, API-first platform targeting similar enterprise wealth management customers.
• Black Diamond (SS&C Advent): Black Diamond Wealth Platform (part of SS&C Advent) offers portfolio management, reporting, and rebalancing tools for RIAs and wealth managers. Competes with OneVest's portfolio and operations capabilities for RIA customers seeking unified platforms.
• Advisor360°: Advisor360° provides an integrated wealth management platform for broker-dealers, RIAs, and banks with CRM, portfolio management, and reporting. Direct competitor to OneVest in serving multi-channel wealth management firms with unified technology stacks.
• Advyzon: Advyzon offers an all-in-one wealth management platform for RIAs including CRM, portfolio management, reporting, and client portal. Targets the same RIA segment as OneVest's OneVest GO product with modular platform capabilities.

Emerging players

• Wealthbox: Wealthbox is a CRM purpose-built for financial advisors with workflow automation and integrations. Competes with OneVest's native CRM module particularly in the independent RIA segment served by OneVest GO.
• Nitrogen (formerly Riskalyze): Nitrogen provides risk tolerance, financial planning, and proposal generation tools for advisors and wealth firms. Comparable as a wealthtech SaaS serving the same RIA and wealth management customer base with AI-enhanced tools.
• Practifi: Practifi is a CRM and practice management platform built for financial advisors and wealth management firms. Competes with OneVest's CRM and Client Management modules in serving independent RIAs and small-to-mid-sized wealth firms.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/onevest
• LinkedInlinkedin.com/company/onevesthq

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds3 records

Investors15 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about OneVest