Growth Recognition OneAscent has been recognized as one of the fastest growing companies in the Americas and ranked No. 1100 on the Inc. 5000 list, indicating strong market expansion and increased customer interest, providing opportunities to offer scalable investment solutions.

Strategic Acquisitions The recent acquisition of Excellence in Giving demonstrates willingness to expand capabilities in faith-based philanthropy, suggesting potential for tailored wealth management offerings aligned with clients' values and giving strategies.

Innovative Investment Launches With the launch of new ETFs such as the Large Cap Core ETF and Core Plus Bond ETF, OneAscent shows a focus on product innovation, creating opportunities to promote specialized ETF portfolios to clients seeking diversified, values-driven investments.

Institutional Engagement Active participation in notable events and investments in assets like municipal bonds and high-profile stakes indicate an openness to engaging with institutional investors and athletes, opening avenues for tailored institutional and high-net-worth client outreach.

Values-Based Focus Specializing in Values-Based Investment strategies and philanthropic interests positions OneAscent to target clients aligned with ethical investing and giving, ideal for sales efforts focused on mission-driven investors seeking alignment with personal or organizational values.