Wealth-as-a-Service provider for fintechs, credit unions, digital banks and financial institutions.
OneVest provides digital wealth management services that can be embedded in consumer-facing products via simple APIs. This enables consumer fintechs, credit unions, traditional banks and wealth management firms to offer a digitally-native user experience for personalized wealth management to their end customers. OneVest is designed so that enterprises can launch a fully-managed wealth offering quickly, without having to build anything in-house.
“Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel”
Amar Ahluwalia, CEO, OneVest