OneAscent Wealth Management
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.
- Company typePrivate
- Founded2000
- HeadquartersBirmingham, United Kingdom
- Headcount11–50
- GTM typeB2B
- OfferingServices
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.
OneAscent Wealth Management firmographics
Firmographics- 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
OneAscent Wealth Management industry classification
Industry- 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
Where OneAscent Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Birmingham
- HQ country
- United Kingdom
- HQ region
- Europe
Offices1 record
Markets served
OneAscent Wealth Management business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- 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
OneAscent Wealth Management product offering
Product offeringCore 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.
Companies that use OneAscent Wealth Management
Customer profileSegments4 records
Ideal customer profiles4 records
OneAscent Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
OneAscent Wealth Management partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
OneAscent Wealth Management competitors and assessment
Company assessmentDirect 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
OneAscent Wealth Management social profiles
Digital presenceOneAscent Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
OneAscent Wealth Management leadership team
Management profileNumber of profiles
OneAscent Wealth Management subsidiaries and ownership
Company hierarchySubsidiaries4 records
OneAscent Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
OneAscent Wealth Management 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 OneAscent Wealth Management
What does OneAscent Wealth Management do?
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).
Is OneAscent Wealth Management a public or private company?
OneAscent Wealth Management is a private company. It is classified as unknown and is currently operating.
When was OneAscent Wealth Management founded?
OneAscent Wealth Management was founded in 2000. It employs 11 to 50 people.
Where is OneAscent Wealth Management based?
OneAscent Wealth Management is headquartered in Birmingham, United Kingdom, in the Europe region.
How does OneAscent Wealth Management make money?
One revenue line is on record: wealth Management and Advisory Services.
Who are OneAscent Wealth Management's main competitors?
Direct peers on record are Praxis Mutual Funds, Cambridge Investment Research, GuideStone Financial Resources, Inspire Investing and Ronald Blue Trust. Broad incumbents are Focus Financial Partners, Mariner Wealth Advisors, Thrivent, LPL Financial and Cetera Financial Group.
Does OneAscent Wealth Management have an API?
No public API is recorded for OneAscent Wealth Management.
What industry is OneAscent Wealth Management in?
OneAscent Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAAAAF, Financial Planning & Goals-Based Advice (Mass Affluent), with a secondary code of FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech). Its NAICS code is 523940 and its SIC code is 6282.