OneAscent Wealth Management

What OneAscent Wealth Management does

OneAscent Wealth Management, LLC is a privately held, faith-aligned wealth management platform founded in 2000 and headquartered in Birmingham, Alabama. The firm serves financial advisors (its primary customer segment), individuals and families, family offices, and institutions including nonprofits and foundations, offering values-aligned financial planning, investing, and giving solutions grounded in a biblical-stewardship philosophy. The firm's central technical asset is a proprietary values-alignment screening and assessment framework that lets clients specify avoidance categories (such as abortion, alcohol, gambling, tobacco, adult entertainment, predatory lending, human rights violations, and cannabis) and support categories (such as flourishing families, sanctity of life, quality healthcare, education access, affordable housing, environmental stewardship, and fair labor), then screens current holdings against those criteria and recommends alternatives. Public-market offerings include individual sleeves, target date funds, ETFs, turnkey models, and direct indexing sleeves, while private markets are served through the OneAscent Capital Impact Fund and the OneAscent Capital Opportunities Fund (OACOX), supplemented by philanthropic giving solutions and a Stewardship 360™ family-office approach.

Name

OneAscent Wealth Management

Legal name

OneAscent Wealth Management, LLC

Website

https://oneascentwealth.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

OneAscent Wealth Management is a faith-aligned RIA platform offering values-screened public and private market investments, financial planning, giving solutions, and a Stewardship 360 family office service to advisors, individuals, families, and institutions.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

akta.pro secondary industry

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

Keywords

• Faith-aligned investing
• Wealth management services
• Values-based financial advisory
• Impact investment funds
• Financial planning solutions

Headquarters

HQ city

Birmingham

HQ country

United Kingdom

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Wealth Management and Advisory Services: OneAscent generates revenue through wealth management and financial advisory fees, providing values-aligned planning, investing, and giving solutions to advisors, individuals, families, family offices, and institutions. The firm manages assets across public and private markets.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

OneAscent Wealth Management delivers faith-aligned wealth management, investment advisory, financial planning, and philanthropic services to financial advisors, individuals, families, family offices, and institutions. Its offerings combine proprietary values-alignment screening with public-market solutions (Individual Sleeves, Target Date Funds, ETFs, Turnkey Models, Direct Indexing) and private-market funds (OneAscent Capital Impact Fund, OneAscent Capital Opportunities Fund).

Product overview

OneAscent Wealth Management offers a comprehensive platform-based approach to faith-aligned wealth management. The ecosystem includes: (1) the core OneAscent Platform for Financial Advisors providing values-based tools; (2) Public Markets investment solutions encompassing Individual Sleeves, Target Date Funds, ETFs, Turnkey Models, and Direct Indexing Sleeves; (3) Private Markets offerings including the OneAscent Capital Impact Fund and OneAscent Capital Opportunities Fund (OACOX); (4) Giving Solutions for personalized philanthropy; (5) Values-Alignment Assessment for screening investments; and (6) Financial Planning and Stewardship 360™ services for individuals, families, family offices, and institutions. The platform serves financial advisors seeking independence, individual investors, family offices, and institutional clients including nonprofits and foundations.

Differentiator

Problem solved

Functional benefit

Brands

• Stewardship 360™: Approach for managing generational wealth with intention and clarity.

Products and services

• OneAscent Platform for Financial Advisors Comprehensive platform providing financial advisors with values-based tools, resources, and support to integrate faith-aligned solutions into their practice.
• Public Markets Investment Solutions Public-market investment vehicles for values-aligned investing, delivered across multiple structures (Individual Sleeves, Target Date Funds, ETFs, Turnkey Models, Direct Indexing Sleeves).
• Individual Sleeves Separately managed account structures that allow customized values-aligned exposure within public markets.
• Target Date Funds Professionally managed retirement date-based funds with values-aligned screening built in.
• ETFs (Exchange Traded Funds) Exchange-traded funds designed for values-aligned investing in public markets.
• Turnkey Models Pre-built, diversified portfolio models ready for advisors to implement with values-aligned screening.
• Direct Indexing Sleeves Direct indexing solutions allowing granular control over individual securities and values-based exclusions.
• OneAscent Capital Impact Fund Private impact investment fund focused on generating both financial returns and positive social impact aligned with biblical values.
• OneAscent Capital Opportunities Fund (OACOX) Private market opportunities fund offering diversified private equity and alternative investments for qualified investors.
• Giving Solutions Philanthropic services facilitating personalized giving strategies for Kingdom impact, including donor-advised fund options.
• Values-Alignment Assessment Interactive questionnaire that helps investors identify values they want to avoid or support in their investments, then screens existing holdings against those values.
• Financial Planning Comprehensive financial planning services integrated with the firm's values-aligned investing approach.
• Stewardship 360™ Comprehensive wealth management approach for family offices that unifies family members around a values-aligned, multi-generational stewardship strategy.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Praxis Mutual Funds: Faith-based mutual fund provider offering values-aligned investment products through the Everence family. Comparable to OneAscent's public market investment solutions and values-aligned screening approach.
• Cambridge Investment Research: Large independent advisor platform with a B2B2C model similar to OneAscent's. Comparable in providing platform, resources, and support to independent financial advisors serving retail clients.
• GuideStone Financial Resources: Faith-based financial services organization serving Southern Baptist churches, institutions, and individuals with retirement plans, mutual funds, and advisory services. Comparable in faith-aligned investment offerings and institutional client base.
• Inspire Investing: Faith-based ETF sponsor and investment manager offering biblically responsible investing solutions. Competes directly with OneAscent's values-aligned public market offerings (ETFs, individual sleeves, direct indexing).
• Ronald Blue Trust: Faith-based wealth management firm offering biblical financial planning, investment management, and giving solutions to Christian individuals and families. OneAscent's closest direct competitor in the faith-aligned RIA space.

Broad incumbents

• Focus Financial Partners: RIA aggregator and partner firm providing wealth management, investment, and advisory services through a network of partner firms. Comparable in partner firm network model but broader market focus.
• Mariner Wealth Advisors: Large independent RIA offering comprehensive wealth management, financial planning, and family office services. Comparable in family office and institutional client offerings but without faith-based specialization.
• Thrivent: Faith-based financial services organization (now including Ronald Blue Trust) offering insurance, investments, and advisory services to Christian individuals. Comparable in faith-aligned target market but broader product portfolio.
• LPL Financial: Largest independent broker-dealer in the U.S. with a B2B2C platform model for advisors. Comparable in advisor platform and scale, but diversified across all advisor types without faith-based specialization.
• Cetera Financial Group: Large independent advisor platform serving financial advisors with technology, practice management, and investment solutions. Comparable in B2B2C platform model but serves mass-market advisors without faith specialization.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/OneAscent
• LinkedInlinkedin.com/company/oneascent-wealth
• Xx.com/oneascentwealth

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries4 records

Funding overview

Funding rounds

Investors

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 OneAscent Wealth Management