OneAscent
OneAscent is a private values-aligned wealth platform serving financial advisors, individuals and families, family offices, institutions and nonprofits through SEC-registered advisory entities, financial planning, public and private investments, and philanthropic services.
- Company typePrivate
- Founded2000
- HeadquartersBirmingham, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What OneAscent does
OneAscent is a private collective of five Alabama-domiciled, SEC-registered investment adviser LLCs that provides financial planning, investment management, and philanthropic services to financial advisors, individuals and families, family offices, and institutions and nonprofits. Its proposition is organized around values-aligned or faith-based decision-making: proprietary screening evaluates holdings against specified exclusions and support themes, while an interactive Values-Alignment Assessment screens existing investments. Offerings include five ETFs, public-market sleeves, target-date funds, turnkey models, direct indexing, private-market and impact funds, financial planning, giving solutions, and an advisor platform.
The firm's business model is primarily recurring and asset-based, combining AUM-based advisory fees with ETF management fees, financial-planning services, and other investment and giving solutions. It distributes through independent-advisor and RIA partnerships, inside and field sales, NYSE Arca for its ETFs, and online assessment and content tools. Advisors retain their independence and client relationships while OneAscent supplies investment solutions, operations, compliance, registration, and business support. Fee schedules and consolidated revenue are not publicly disclosed, limiting assessment of monetization by product and customer type.
OneAscent firmographics
Firmographics- Name
- OneAscent
- Legal name
- OneAscent Financial Services LLC, OneAscent Wealth Management LLC, OneAscent Family Office LLC, OneAscent Investment Solutions LLC, OneAscent Capital LLC (collectively, OneAscent)
- Website
- https://oneascent.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- OneAscent is a private values-aligned wealth platform serving financial advisors, individuals and families, family offices, institutions and nonprofits through SEC-registered advisory entities, financial planning, public and private investments, and philanthropic services.
- Ownership category
- akta.pro rank
OneAscent industry classification
Industry- Product category
- Faith-Aligned Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM), Family Office Advisory (Single/Multi-Family) (FSAEAAAI), Family Wealth & Multi-Generational Planning RIAs (HNW/UHNW-lite) (FSAAACAH)
Keywords
Where OneAscent is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United States
- HQ region
- North America
Offices5 records
Markets served
OneAscent business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Supply Chain
Revenue model
- Advisory Fees (AUM-based): OneAscent charges advisory fees based on assets under management (AUM). Total assets defined as assets under management, assets under advisement, and assets under administration. Assets under management include those managed by OneAscent Financial Services LLC, OneAscent Wealth Management LLC, and OneAscent Family Office LLC.
- ETF Management Fees: OneAscent Investment Solutions advises exchange-traded funds and earns management fees on the ETF assets under management. The firm crossed $1 billion in ETF AUM as of June 2026.
- Professional Services (Financial Planning): Revenue from comprehensive financial planning services including retirement planning, investment management, estate planning, and business planning for individuals, families, and institutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | One time | Empower Conference 2026 registration |
Go-to-market motion3 records
Distribution channels4 records
Marketing channels6 records
OneAscent product offering
Product offeringCore offering
OneAscent is a values-aligned wealth management firm that provides financial planning, retirement planning, estate planning, taxation, legacy coaching, investment management, and philanthropic advisory services to individuals, families, family offices, institutions, and nonprofits. The firm also operates an advisor partnership platform that supplies investment solutions, operations, compliance, and back-office support to independent financial advisors and RIAs who integrate faith-based solutions into their practices.
Product overview
OneAscent is a family of companies offering a comprehensive suite of values-aligned financial solutions. The firm operates a multi-product ecosystem centered on faith-based investing: five exchange-traded funds (Large Cap Core ETF, Core Plus Bond ETF, International Equity ETF, Emerging Markets ETF, and Enhanced Small and Mid Cap ETF) that apply proprietary values-based screening; Public Markets solutions including Individual Sleeves, Target Date Funds, Turnkey Models, and Direct Indexing Sleeves; Private Markets offerings through the OneAscent Capital Impact Fund and Capital Opportunities Fund; plus Financial Planning, Giving Solutions (including Excellence in Giving with over $1B in grants facilitated), and a Values-Alignment Assessment tool. The firm also hosts the annual Empower Conference for faith-driven advisors. All offerings are built around the core mission of aligning financial planning, investing, and stewardship with biblical values.
Differentiator
Problem solved
Functional benefit
Brands
- Excellence in Giving: Philanthropic advisory firm that joined OneAscent in 2025, providing charitable giving services and facilitating grants to nonprofit organizations and ministries worldwide
- OneAscent Wealth Management
- OneAscent Financial Services
- OneAscent Investment Solutions
- OneAscent Capital
Products and services
- OneAscent Large Cap Core ETF (OALC) An exchange-traded fund investing in US large-cap companies that applies OneAscent's proprietary values-based screening process. Trades on NYSE Arca under ticker OALC and is advised by OneAscent Investment Solutions.
- OneAscent Core Plus Bond ETF (OACP) A core fixed income ETF providing diversified fixed income exposure including non-benchmark exposure to bonds rated below investment grade, non-U.S. dollar, and emerging market bonds, with values-based and impact criteria considerations. Sub-advised by Nuveen and distributed by Northern Lights Distributors.
- OneAscent International Equity ETF (OAIM) An international equity ETF that applies proprietary values-based screening and was recognized with a 4-Star Morningstar Rating in the Foreign Large Blend category (3-year period ending September 30, 2025). Trades on NYSE Arca under ticker OAIM.
- OneAscent Emerging Markets ETF An emerging markets equity ETF applying OneAscent's proprietary values-based screening process, part of the five-fund ETF suite that crossed $1 billion in AUM as of June 2026.
- OneAscent Enhanced Small and Mid Cap ETF An enhanced small and mid cap equity ETF applying OneAscent's proprietary values-based screening process, part of the five-fund ETF suite.
- OneAscent Capital Impact Fund A private impact fund offering faith-aligned private investment opportunities for qualified investors seeking to align capital with biblical values, advised by OneAscent Capital and Bonaventure Capital.
- OneAscent Capital Opportunities Fund (OACOX) A private opportunities fund providing faith-aligned private investment strategies for qualified investors.
- Target Date Funds Target date retirement funds applying values-based investing principles for clients seeking a diversified, automatically adjusting retirement portfolio managed by OneAscent Investment Solutions.
- Turnkey Models
- Direct Indexing Sleeves
- Individual Sleeves Customizable individual portfolio sleeves applying values-based screening tailored to investor preferences and conviction.
- Financial Planning Services Comprehensive financial planning services that work with clients to identify their preferred future and align financial strategies with biblical values, including retirement, investment, estate, and business planning.
- Giving Solutions / Philanthropic Advisory Personalized philanthropic advisory services that facilitate Kingdom impact, including access to Excellence in Giving, which has facilitated over $1 billion in charitable grants to nonprofit organizations and ministries worldwide since its founding in 2002.
- OneAscent Platform for Financial Advisors A comprehensive partnership platform providing resources, support, and tools for independent advisors and RIAs to integrate faith-aligned solutions into their practice while maintaining independence; includes operations support, compliance assistance, business formation, SEC registrations, and brand messaging.
- Values-Alignment Assessment Tool An interactive assessment tool that screens investors' existing portfolios against specified values criteria (products/services to avoid and to support) and recommends alternative investments to align with their convictions.
Quantifiable outcome
- OneAscent International Equity ETF received 4-Star Morningstar Rating in the US Fund Foreign Large Blend category out of 645 funds for the 3-Year period ending September 30, 2025
- +2 more outcomes
Companies that use OneAscent
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
OneAscent technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
OneAscent partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core.
- Excellence in GivingcoreExcellence in Giving, a philanthropic advisory firm, joined the OneAscent family in 2025. This partnership makes OneAscent the only financial services firm with dedicated in-house expertise in giving and philanthropy alongside financial planning and investing. Excellence in Giving has facilitated over $1 billion in charitable grants to nonprofit organizations and ministries worldwide since its founding in 2002.
- NuveencoreNuveen serves as sub-advisor for the OneAscent Core Plus Bond ETF (OACP). The ETF is advised by OneAscent Investment Solutions and sub-advised by Nuveen, providing diversified fixed income portfolio with exposure to bonds rated below investment grade, non-U.S. dollar and emerging market bonds.
- Bonaventure CapitalcoreBonaventure Capital advises OneAscent and their clients on impact investments in private companies and the creation of customized impact portfolios for families and institutions. Steve Dauphin is Founding Partner directing all private market activities for the firm. Carter Burleson serves as Director.
- Northern Lights Distributors, LLCcoreNorthern Lights Distributors, LLC is the distributor for OneAscent ETFs. The fund is distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with OneAscent Investment Solutions, LLC nor Nuveen.
Scale indicators6 records
Recent moves10 records
Expansion highlights7 records
OneAscent competitors and assessment
Company assessmentDirect peers
- Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving financial advisors with practice management, technology, and investment resources. Direct analog to OneAscent's platform and operational support model for independent advisors.
- Wealthspire Advisors: National RIA providing comprehensive financial planning and investment management to HNW households, families, and institutions. Comparable in offering breadth (planning + investing + multi-generational focus) and B2B advisor/CIO platform capabilities.
- Carson Group (Carson Wealth): RIA platform and roll-up providing coaching, technology, compliance, and investment solutions to independent advisors. Mirrors OneAscent's B2B advisor partnership model where partner firms maintain independence while leveraging shared platform resources.
- Ronald Blue Trust: Faith-based financial planning and investment management firm serving individuals, families, and institutions through biblically wise counsel. Mirrors OneAscent's planning-led model with values alignment at end-client level rather than platform/distribution at advisor level.
- Timothy Plan: Faith-based mutual fund and ETF sponsor applying Baptist-values screening to exclude certain industries. Directly comparable product category (values-screened funds) and similar advisor-distribution strategy to OneAscent's ETF suite.
- Inspire Investing: Faith-based investment manager offering values-screened ETFs (Inspire ETFs) and biblically responsible investing solutions for advisors and investors. Closest analog to OneAscent's values-aligned ETF suite and advisor platform model.
- Eventide Asset Management: Faith-based and values-driven asset manager offering mutual funds and separately managed accounts with a biblical investing framework. Cole Pearson previously worked at Eventide, indicating cultural and product overlap with OneAscent's mission and advisor reach.
Broad incumbents
- Cetera Financial Group: Large independent advisor support platform providing brokerage, advisory, and technology solutions to thousands of financial advisors. Comparable to OneAscent's advisor partnership channel at much greater scale, and a potential competitive threat as Cetera expands values-aligned offerings.
- Focus Financial Partners: Leading partnership model for independent RIAs and wealth management firms with substantial advisor platform infrastructure. Representative of the broader RIA roll-up space where OneAscent competes for advisor partnerships.
- LPL Financial: Largest U.S. independent broker-dealer and RIA custodian supporting hundreds of thousands of advisors. Provides scale benchmark for OneAscent's platform ambitions, though LPL is a broad incumbent rather than a values-aligned specialist.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
OneAscent social profiles
Digital presenceOneAscent compliance and trust
Trust signalCompliance1 record
OneAscent financial estimates
Financial estimateRevenue estimate
Valuation estimate
OneAscent leadership team
Management profileNumber of profiles
Profiles12 records
OneAscent subsidiaries and ownership
Company hierarchySubsidiaries1 record
OneAscent funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OneAscent M&A and investment
M&A and investmentM&A1 record
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about OneAscent
What does OneAscent do?
OneAscent is a values-aligned wealth management firm that provides financial planning, retirement planning, estate planning, taxation, legacy coaching, investment management, and philanthropic advisory services to individuals, families, family offices, institutions, and nonprofits. The firm also operates an advisor partnership platform that supplies investment solutions, operations, compliance, and back-office support to independent financial advisors and RIAs who integrate faith-based solutions into their practices.
Is OneAscent a public or private company?
OneAscent is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was OneAscent founded?
OneAscent was founded in 2000. It employs 51 to 100 people.
Where is OneAscent based?
OneAscent is headquartered in Birmingham, United States, in the North America region.
How does OneAscent make money?
Three revenue lines are on record. Advisory Fees (AUM-based) is the primary driver. The others are ETF Management Fees and professional Services (Financial Planning).
Who are OneAscent's main competitors?
Direct peers on record are Commonwealth Financial Network, Wealthspire Advisors, Carson Group (Carson Wealth), Ronald Blue Trust, Timothy Plan, Inspire Investing and Eventide Asset Management. Broad incumbents are Cetera Financial Group, Focus Financial Partners and LPL Financial.
Does OneAscent have an API?
No public API is recorded for OneAscent.
What industry is OneAscent in?
OneAscent's product category is Faith-Aligned Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAABAM, Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs). Its NAICS code is 523940 and its SIC code is 6282.