OneVest
OneVest is a fast-growing technology company on a mission to Power the World’s Wealth by revolutionizing how financial institutions deliver wealth management services. The role requires navigating ambiguity and shaping the long term direction of their mobile products.
OneVest is an AI-native wealth management technology company that provides a unified, agentic operating system for financial firms, advisors, and operations teams. Its modular platform connects the entire wealth ecosystem — including digital onboarding, portfolio management, compliance, CRM, and client portals — through a single, intelligent control plane. OneVest serves RIAs, broker-dealers, asset managers, banks, and insurance companies, and is SOC2 Type II compliant.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for OneVest.
OneVest didn’t post a salary, so this is our estimate from similar listings.
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