Featured
OneVest Opens the Agentic Wealth OS with MCP for Real-Time Access
OneVest Opens the Agentic Wealth OS with MCP for Real-Time Access

April 28, 2026

Read more →
Mackenzie Investments Selects OneVest’s Operating System to Advance its Digital Transformation for Advisors and Investors
Mackenzie Investments Selects OneVest’s Operating System to Advance its Digital Transformation for Advisors and Investors

April 20, 2026

Read more →
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors
OneVest Announces Partnership with Envestnet to Redefine the Client Experience and Empower Advisors

March 10, 2025

Read more →
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions
DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

February 5, 2025

Read more →
OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management
OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

January 29, 2025

Read more →
Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience
Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

November 18, 2024

Read more →
OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability
OneVest Launches Cutting-Edge Wealth Management Technology Platform in the U.S. Market, Delivering Unparalleled Configurability

October 21, 2024

Read more →
OneVest to Offer a Suite of Vanguard’s Leading Low-Cost ETF Model Portfolios
OneVest to Offer a Suite of Vanguard’s Leading Low-Cost ETF Model Portfolios

June 4, 2024

Read more →
OneVest Announces a Strategic Collaboration with BlackRock to Modernize Model Portfolio Delivery
OneVest Announces a Strategic Collaboration with BlackRock to Modernize Model Portfolio Delivery

May 29, 2024

Read more →
OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions
OneVest and TrueNorth Announce Strategic Partnership to Revolutionize Wealth Management Technology for Financial Institutions

March 14, 2024

Read more →
OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions
OneVest Raises $17M and Launches Wealth-as-a-Service Platform for Financial Institutions

June 13, 2023

Read more →
OneVest Launches AI-Native Agentic Wealth Operating System
OneVest Launches AI-Native Agentic Wealth Operating System

March 3, 2026

Read more →