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onevest

onevest

A platform for investment and wealth management, connecting investors with startups.

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About

OneVest offers an AI-native wealth operating system designed to unify advisors, operations teams, and clients. Its modular platform provides embedded workflows for digital onboarding, account opening, money movement, CRM, portfolio management, document management, and compliance. OneVest serves wealth management firms by empowering advisors with a unified workspace, equipping operations with a control center for oversight and compliance, and engaging clients through a modern portal with AI-driven insights.

Technology stack

detected 2026-06-11
Est. monthly stack spend~$1,150/mo
CDN
Cloudflare
EmailGoogle Workspace
Hosting
Render
Stack
Next.jsTailwind CSS
Compliance
SOC 2
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Frequently asked

What does onevest do?

OneVest offers an AI-native wealth operating system designed to unify advisors, operations teams, and clients. Its modular platform provides embedded workflows for digital onboarding, account opening, money movement, CRM, portfolio management, document management, and compliance. OneVest serves wealth management firms by empowering advisors with a unified workspace, equipping operations with a control center for oversight and compliance, and engaging clients through a modern portal with AI-drive…

How much funding has onevest raised?

onevest has raised a total of $1M in funding. The most recent round on record is Seed.

When was onevest founded?

onevest was founded in 2015.

What industry does onevest operate in?

onevest operates in Fintech, Wealth Management, Investment Platform, Venture Capital, Startup Funding.

How many employees does onevest have?

onevest has approximately 103 people on record.