# onevest

**Source:** https://www.startuphub.ai/startups/onevest
**Profile type:** Startup

> An AI-native wealth operating system for financial advisors, unifying client management and operations.

## About

OneVest provides an AI-native wealth operating system designed to unify advisors, operations teams, and clients. Its modular platform offers embedded workflows for digital onboarding, account opening, money movement, CRM, portfolio management, document management, and compliance, serving wealth management firms.

## Key facts

- **Slug:** onevest
- **Website:** https://www.onevest.com/
- **Location:** New York, United States
- **Founded:** 2015-01-01
- **Employees:** 101
- **Operating status:** Active
- **Sectors / tags:** Fintech, Wealth Management, Investment Platform, Venture Capital, Startup Funding, Embedded Finance, AI-Driven Platform, CRM, Portfolio Management, Digital Onboarding, Financial Services Software
- **Social:**
  - LinkedIn: https://linkedin.com/company/onevest
  - Twitter: https://twitter.com/OneVest

## Frequently asked

### What does onevest do?

OneVest provides an AI-native wealth operating system designed to unify advisors, operations teams, and clients. Its modular platform offers embedded workflows for digital onboarding, account opening, money movement, CRM, portfolio management, document management, and compliance, serving wealth management firms.

### What is onevest's revenue?

StartupHub estimates onevest's annual revenue at $26.4M (range $24.7M to $40.7M, 63% confidence), based on comparable companies in the sector.

### Where is onevest headquartered?

onevest is headquartered in New York, United States.

### 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, Embedded Finance.

### How many employees does onevest have?

onevest has approximately 101 people on record.

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