OneVest

OneVest is a wealth-management technology company that provides a configurable, modular platform for financial firms, advisors and other organizations. The platform enables entities to launch net‑new wealth programs or modernize the delivery of existing ones using interchangeable components and integrations. OneVest emphasizes customization and flexibility so firms can tailor workflows, branding and distribution to their business models. The company is headquartered in Calgary, Alberta and maintains an online presence at onevest.com (also referenced as onewealth.io).