Latest news with #OneVest
National Post
2 days ago
- Business
- National Post
WealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
Article content NEW YORK — Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest's commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office. Article content As the industry evolves, OneVest's modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market. Article content Article content Recognized by the Industry Article content That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards: Article content These honors validate OneVest's leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity. Article content A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space. Article content Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the 'Work Smarter, Not Harder: AI's Role in Operational Excellence' panel held on Tuesday, June 10 at 2:50–3:30 PM ET. Article content The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment. Orchestrating the Entire Wealth Stack Article content OneVest's platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance. Article content An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations. Article content These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work. Article content OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent. Article content Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it's a costly and inconsistent experience that strains transition teams and jeopardizes client retention. Article content OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed. Article content About OneVest Article content OneVest is a financial technology company on a mission to Power the World's Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest's software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation. Article content Article content Article content Article content
Yahoo
2 days ago
- Business
- Yahoo
WealthTech Disruptor, OneVest Recognized for Innovation and Market Impact with Dual Finalist Honors at 2025 Wealthies Awards
NEW YORK, June 10, 2025--(BUSINESS WIRE)--Following its successful Series B funding round led by Salesforce Ventures, OneVest is redefining WealthTech and bringing its transformative, full-stack wealth management platform to financial institutions across the US. This strategic growth underscores OneVest's commitment to reshaping the future of wealth management with technology that enables seamless, scalable, and intelligent investing experiences for Advisor, Client and Home Office. As the industry evolves, OneVest's modular platform is helping RIAs, banks, asset managers and insurance companies modernize how they deliver wealth management solutions and services, driving operational efficiency, enhancing client engagement, and reducing time to market. Recognized by the Industry That momentum has earned OneVest finalist recognition in two categories for the 2025 Informa Connect Wealth Management Industry Awards: Client Onboarding/New Account Opening – Digital Onboarding Platform Innovation Platforms – Next Best Action Powered by AI These honors validate OneVest's leadership in delivering cutting-edge solutions that simplify complex processes and enhance advisor productivity. A standout innovation is Next Best Action Powered by AI, a feature that delivers real-time, proactive recommendations to advisors. By surfacing intelligent, context-aware prompts, the tool helps wealth managers engage clients more effectively, take timely action, and ultimately drive better financial outcomes. It is part of OneVest's recently announced Enhanced AI suite and a key differentiator in the wealthtech space. Furthering this leadership in innovation, OneVest will be featured at Wealth Management EDGE, the industry's leading thought leadership event. Co-Founder and CEO Amar Ahluwalia will speak on the AI Assembly Track on the "Work Smarter, Not Harder: AI's Role in Operational Excellence" panel held on Tuesday, June 10 at 2:50–3:30 PM ET. The session will explore how firms can harness AI to enhance operations and empower advisors in an increasingly complex environment. Orchestrating the Entire Wealth Stack OneVest's platform is designed with open architecture at its core, enabling effortless integration with third-party systems across compliance, custodial services, CRM, and more. This universal orchestration allows financial institutions to customize and control their entire tech stack without compromising scale or performance. An important part of wealth management solutions is the integrations to the custodian ecosystem. OneVest continues to deepen relationships with leading custodians and infrastructure providers, including Charles Schwab, Envestnet, APEX, DriveWealth, Hilltop, Plaid and many more, offering clients unmatched flexibility and connectivity across their operations. These integrations accelerate time-to-value for new OneVest clients by significantly reducing implementation effort. With built-in connectivity to leading custodians and infrastructure providers, firms can onboard quickly, minimize manual setup, and immediately deliver a modern, unified experience to both advisors and end clients—without heavy development work. Streamlined Advisor Onboarding for Growing Firms OneVest is the right choice for modern RIA firms looking to scale fast by attracting top advisor talent. Advisor transitions are often messy, manual, and resource-intensive, both for the incoming advisor and the firm. Many RIAs rely on fragmented processes that create bottlenecks, increase compliance risk, and slow down AUM transfers. For advisors, the operational burden and uncertainty of joining a new firm can be a major deterrent, and for firms, it's a costly and inconsistent experience that strains transition teams and jeopardizes client retention. OneVest solves this with a fully digital, end-to-end advisor onboarding experience. Configurable workflows, embedded compliance tools, and integrated data infrastructure reduce manual lift, eliminate redundant processes, and accelerate time to revenue. Advisors can bring over their book smoothly, while firms maintain full visibility and control. For growing RIAs, this means faster ramp-up times, fewer errors, and a standardized onboarding journey aligned with firm policies and brand expectations, helping firms recruit top talent and scale with speed. About OneVest OneVest is a financial technology company on a mission to Power the World's Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest's software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. With backing from leading investors such as Salesforce, Deloitte, Allianz, TIAA, OMERS, Fin Capital, FJ Labs and many more, OneVest is positioned at the forefront of wealth management innovation. For more information, please visit View source version on Contacts Tina Tulipress@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Associated Press
09-04-2025
- Business
- Associated Press
OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today's Modern Investor
OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate today. Designed with simplicity, the mobile app enables businesses to deliver a modern, fully branded wealth management experience, driving engagement and innovation. A trusted platform for tracking investments and easily accessing key documents, all at your fingertips. 'This mobile app from OneVest supports our vision of delivering intuitive tools and best in class digital experiences for our clients,' said Brian Casey, CEO of Westwood Holdings Group Inc. and President of Westwood Wealth Management. 'It pushes our digital strategy forward and reinforces our commitment to innovation in client experience.' Custom-Branded, Mobile-Ready Available natively on both Android and iOS, the mobile app is designed to meet the expectations of today's investors and the demands of growing firms. Enterprises gain an enhanced mobile experience without the time and cost of building it from the ground up. The app offers no-code personalization, allowing enterprises to design and deploy custom user journeys, UI, and data visualizations that align with their client service practice. It's the next-gen mobile platform that shortens time to market and puts firms in full control. Enabling Advisor Efficiency Empowered clients lead to more efficient advisors. By providing clients with full access to account details, documents, and market insights, they are better equipped to manage their own needs and stay engaged—allowing advisors to dedicate more time to strategic planning and advice. This dynamic creates a savvier technology relationship, where the advisor-client interaction aligns with today's seamless integration of a digital lifestyle. Engaging Clients Where They Are Clients get a self-serve, intuitive wealth experience that rivals the best in fintech. Secure onboarding can be completed directly through the app, giving clients instant access to their accounts. They can monitor market values, move money, view past and upcoming transactions, while exploring their portfolios through flexible formats including enriched visuals, charts, and filters by sector or asset class. Documents, tax files, and agreements are easily accessible in one place. With embedded market data and biometric login for added security, the OneVest mobile app is built for both everyday convenience and long-term confidence. 'It's the culmination of our platform strategy in action, where design, data, and infrastructure converge,' said Amar Ahluwalia, Chief Executive Officer at OneVest. 'Our mobile app represents the future of wealth management—empowering both clients and advisors with seamless, real-time access to critical information and insights, all while delivering a fully branded experience. We're not just meeting the demands of today's investors; we're leading the transformation of wealth management.' About OneVest OneVest is a financial technology company on a mission to Power the World's Wealth. It offers an end-to-end wealth management platform, from client onboarding to portfolio management, to analytics and beyond. OneVest's software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit Copyright Business Wire 2025. PUB: 04/09/2025 08:17 AM/DISC: 04/09/2025 08:17 AM
