About OneVest
OneVest is a Canadian financial technology company offering a comprehensive Wealth-as-a-Service (WaaS) platform. The company enables financial institutions such as banks, credit unions, and asset managers to quickly integrate and offer wealth management services to their clients through modular software solutions. OneVest's platform simplifies portfolio management, client onboarding, compliance, and analytics, allowing institutions to offer personalized investment services with streamlined operations. Founded in 2021, OneVest has quickly grown by providing scalable and flexible wealth management infrastructure that enhances both client and advisor experiences.
FAQs
- When was OneVest founded?
- OneVest was founded in 2021.
- Who is the CEO of OneVest?
- Amar Ahluwalia is the CEO.
- What industries or markets does OneVest operate in?
- OneVest operates in the following markets: Financial Technology, Wealth Management, Software as a Service (SaaS), Portfolio Management, Client Onboarding Solutions, Compliance Technology, Analytics, Investment Services, Banking Technology, and Asset Management.
- How many employees does OneVest have?
- OneVest has 51-200 employees.
- Where does OneVest have employees?
- OneVest has employees in Canada and United States.
- Does OneVest support remote work or working from home?
- Yes, OneVest is a remote-friendly company.
- What employee benefits does OneVest offer?
- OneVest provides 6 benefits to their employees.
- Does OneVest offer a four-day work week?
- No, OneVest does not offer a four-day work week.
- What is OneVest's tech stack?
- OneVest has 32 technologies in their tech stack.
- What is OneVest's website?
- OneVest's website is www.onevest.com.
Canada
United States
