One Wealth Advisors
- Company typePrivate
- Founded2015
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
One Wealth Advisors firmographics
Firmographics- Name
- One Wealth Advisors
- Legal name
- One Wealth Advisors LLC
- Website
- https://onewealth.net
- Company type
- Private
- Founded year
- 2015
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
One Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Tax-Focused Wealth Management RIAs (FSAAACAD), Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE), Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)
Keywords
Where One Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
One Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based wealth management and investment advisory services provided to high net worth clients. The firm acts as a fiduciary, placing client interests above everything else.
- Tax Planning and Preparation: Tax planning and preparation services delivered through partnership with April (a modern tax platform) and One Wealth Tax, LLC. Tax planning is integrated with overall Financial Life Plans.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Full-service wealth management for clients meeting minimum thresholds |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
One Wealth Advisors product offering
Product offeringCore offering
One Wealth Advisors is a fee-only, fiduciary registered investment advisor that provides holistic wealth management and Financial Life Plans to high net worth individuals and families. Services integrate investment management, retirement planning, tax strategy, estate planning, charitable giving, business planning, cash flow analysis, and risk management, supported by a digital client platform suite (One Plan, One Portfolio, One Vault, One Custody) and a tax subsidiary (One Wealth Tax, LLC). A digital offering, Step One, is offered in partnership with Betterment to serve clients below the firm's traditional asset minimum.
Product overview
One Wealth Advisors offers a unified financial advisory service built around its core 'One' product suite: One Plan (financial planning via MoneyGuidePro), One Portfolio (portfolio management via Envestnet), One Vault (document portal via Box.com), and One Custody (account services via Fidelity). The firm supplements its core advisory services with One Wealth Tax Services (tax planning via April platform), the Step One digital platform (for clients below minimum via Betterment partnership), and educational content through its Perspectives blog, Human Success Stories podcast, and general Podcasts. The architecture is organized around a 'Financial Life Plan' framework that integrates investments, retirement, tax, estate, and charitable planning into a holistic approach for each client.
Differentiator
Problem solved
Functional benefit
Products and services
- One Plan A comprehensive financial planning platform providing clients with access to their One Wealth Financial Plan and projections, enabling goal-based planning and scenario analysis, powered by MoneyGuidePro.
- One Portfolio A portfolio management platform providing clients access to portfolio information, performance metrics, and asset allocation data through Envestnet.
- One Vault A secure client portal for detailed financial information and document access, powered by Box.com cloud content management.
- One Custody Account custody services providing official books and records of client accounts, with access through Fidelity Investments and the Step One platform.
- One Wealth Tax Services Tax planning and strategic advisory services provided in partnership with the April tax platform, integrating tax strategy with comprehensive Financial Life Plans, delivered through subsidiary One Wealth Tax, LLC.
- Step One A digital-first wealth management platform for clients below the firm's traditional minimum, offered in partnership with the Betterment custodian for automated trading, servicing, and ongoing financial planning engagement.
- Financial Life Plan Advisory Services Holistic, fiduciary wealth management advisory service that integrates investment management, retirement, tax, estate, charitable, business, cash flow, and risk planning into a personalized Financial Life Plan for high net worth clients and families.
Companies that use One Wealth Advisors
Customer profileNamed customers1 record
Segments1 record
Ideal customer profiles2 records
One Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration6 records
One Wealth Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core.
- AprilcoreApril is a modern tax platform that combines experienced tax professionals with efficient technology. One Wealth Advisors partners with April to provide streamlined tax filing experiences and specialized tools to help clients understand their tax situation. This allows the firm to coordinate tax planning closely with overall Financial Life Plans.
- BettermentcoreBetterment serves as the custodian and wealth management platform for One Wealth Advisors' 'Step One' program. This partnership helps with onboarding, trading, and servicing clients while allowing the firm to remain engaged from a high-level financial planning perspective for clients below their minimum.
- FidelitycoreFidelity serves as the custodian for client accounts under the 'One Custody' platform, providing official books and records of client accounts.
- EnvestnetcoreEnvestnet provides the 'One Portfolio' platform for client portfolio information, performance tracking, and asset allocation reporting.
- MoneyGuideProcoreMoneyGuidePro is used for the 'One Plan' financial planning and projections platform, enabling advisors to create comprehensive Financial Life Plans for clients.
Scale indicators3 records
Recent moves6 records
Expansion highlights5 records
One Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Fee-only RIA offering evidence-based financial planning and investment management to HNW clients. Comparable fiduciary model and planning-driven service offering.
- Hightower Advisors: National RIA partnership model serving HNW clients with integrated financial planning and investment management. Directly comparable in fiduciary, holistic-planning approach.
- Mercer Advisors: Large independent RIA offering holistic financial planning, investment management, tax, and estate services to HNW families. Closely comparable business model and client segment to One Wealth Advisors.
- Edelman Financial Engines: National RIA providing goal-based financial planning and wealth management to mass-affluent and HNW households. Comparable in fiduciary, planning-centric approach at a larger scale.
- Creative Planning: Independent, fee-only RIA providing comprehensive wealth management, tax, and estate planning to HNW individuals and families nationwide. Comparable holistic planning model and fiduciary positioning.
- Sanctuary Wealth: Partnership platform for elite wealth advisors and RIAs serving HNW clients. Comparable holistic planning service model with a partnership/owner-track structure for advisors.
- Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth advisory, investment, tax, and estate planning to HNW families and institutions. Directly comparable service breadth and target client.
Others
- Betterment: Digital wealth platform and One Wealth Advisors' partner for the Step One service. Listed as an ecosystem/technology partner rather than direct competitor, but a competing offering for below-threshold HNW clients.
Emerging players
- Facet Wealth: Digital-first hybrid wealth advisor combining CFP-led advice with a tech platform. Comparable to the Step One / Betterment angle of One Wealth Advisors' model.
Broad incumbents
- Charles Schwab Wealth Advisory: Large incumbent offering wealth advisory and managed-account services via the Schwab network. Adjacent competitor that benefits from One Wealth Advisors' choice of Fidelity custody but competes on price for similar HNW clients.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
One Wealth Advisors social profiles
Digital presenceOne Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
One Wealth Advisors leadership team
Management profileNumber of profiles
Profiles14 records
One Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries1 record
One Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
One Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about One Wealth Advisors
What does One Wealth Advisors do?
One Wealth Advisors is a fee-only, fiduciary registered investment advisor that provides holistic wealth management and Financial Life Plans to high net worth individuals and families. Services integrate investment management, retirement planning, tax strategy, estate planning, charitable giving, business planning, cash flow analysis, and risk management, supported by a digital client platform suite (One Plan, One Portfolio, One Vault, One Custody) and a tax subsidiary (One Wealth Tax, LLC). A digital offering, Step One, is offered in partnership with Betterment to serve clients below the firm's traditional asset minimum.
Is One Wealth Advisors a public or private company?
One Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was One Wealth Advisors founded?
One Wealth Advisors was founded in 2015. It employs 1 to 10 people.
Where is One Wealth Advisors based?
One Wealth Advisors is headquartered in San Francisco, United States, in the North America region.
How does One Wealth Advisors make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are tax Planning and Preparation.
Who are One Wealth Advisors's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Hightower Advisors, Mercer Advisors, Edelman Financial Engines, Creative Planning, Sanctuary Wealth and Mariner Wealth Advisors. Betterment is listed as an others. Facet Wealth is listed as an emerging player. Charles Schwab Wealth Advisory is listed as a broad incumbent.
Does One Wealth Advisors have an API?
No public API is recorded for One Wealth Advisors.
What industry is One Wealth Advisors in?
One Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAD, Tax-Focused Wealth Management RIAs. Its NAICS code is 523940 and its SIC code is 6282.