OneVest
AI-powered infrastructure that lets financial firms launch wealth-management products
Overview
OneVest provides API-first wealth-management infrastructure so banks, insurers, and financial firms can launch investing and advisory products without building the stack themselves. Its "OneVest agent" automates workflows across the client lifecycle, from onboarding to ongoing servicing, and OneVest Pulse gives firms a live, AI-powered activity stream of client and portfolio events. The company counts Salesforce Ventures among its backers and is expanding into the US market. OneVest was founded in 2021 and operates out of Calgary and Toronto.
Details
Pricing
Paid
Category
Finance
Popularity
New
Updated
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