LeadIQ logo
Learn more at LeadIQ.com
OneAscent Investment Solutions logo

OneAscent Investment Solutions Employee Directory

Investment ManagementAlabama, United States11-50 Employees

OneAscent Investment Solutions operates in the investment management sector, offering a range of values-based investment approaches designed to help investors align their portfolios with what they value most. Its offerings include Turnkey Models, Individual Strategies, and Retirement Portfolios, each built around a disciplined investment process paired with a commitment to values-based investing. The firm is based in Birmingham, Alabama, and serves clients seeking investment solutions that reflect their core priorities.

Investment advisory services are provided through OAIS, LLC, an adviser registered with the U.S. Securities and Exchange Commission; OAIS may transact only in states where it is registered or exempt from registration, and its online materials are intended for general information rather than personalized investment guidance. In March 2025, OneAscent Wealth Management, LLC acquired Excellence in Giving, LLC, marking a strategic development for the company.

Find OneAscent Investment Solutions employees' phone numbers or email addresses

OneAscent Investment Solutions Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

OneAscent Investment Solutions's Leadership

  • Stylized image of a person
    A. M.
    Chief Equity Strategist, Sr Portfolio Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. M.
    Director Of Advisor Engagement
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. A. H.
    National Sales Oneascent Investment Solutions
    Phone icon
    Mobile Phone

OneAscent Investment Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other

Contact profiles from OneAscent Investment Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. M.
    Chief Equity Strategist, Sr Portfolio Manager
    Phone icon
    Mobile Phone
    United StatesTexas
    Mar 30, 2026
  • Stylized image of a person
    T. M.
    Director Of Advisor Engagement
    Phone icon
    Mobile Phone
    United StatesMissouri
    Mar 30, 2026
  • Stylized image of a person
    L. A. H.
    National Sales Oneascent Investment Solutions
    Phone icon
    Mobile Phone
    United StatesGeorgia
    Apr 14, 2026

Frequently Asked Questions

What is OneAscent Investment Solutions known for?

Minus sign iconPlus sign iconOneAscent Investment Solutions operates in the Investment Management industry. Explore OneAscent Investment Solutions's company overview page for more information.

What is OneAscent Investment Solutions's most common email format?

Minus sign iconPlus sign iconOneAscent Investment Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OneAscent Investment Solutions email formats with LeadIQ.

How many employees does OneAscent Investment Solutions have currently?

Minus sign iconPlus sign iconOneAscent Investment Solutions has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are OneAscent Investment Solutions's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, OneAscent Investment Solutions's key employees include:

  • Chief Equity Strategist, Sr Portfolio Manager: A. M.
  • Director Of Advisor Engagement: T. M.
  • National Sales Oneascent Investment Solutions: L. A. H.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.