OneVest
Curated by SignalWealth management software suite enabling digital and hybrid wealth experiences.
About
OneVest is a wealth management software suite aimed at improving operational efficiency for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. It targets financial institutions and fintech companies, offering tools for launching or updating wealth management programs. Key functionalities include goals-based investing and automated trading, along with secure data aggregation and compliance features that support personalized financial advice and adherence to regulations. OneVest collaborates with organizations in Canada to improve client engagement and operational processes in a digital financial environment.
Key facts
- Founded
- 2021
- Headquarters
- Calgary, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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Open roles
6 rolesDirector, Legal
Toronto, Ontario, Canada · On-site · Full-time
Business Development Representative
Toronto, Ontario, Canada · On-site · Full-time
Senior Manager, Growth Marketing
Calgary, Alberta, Canada · On-site · Full-time
