Insights

Growth Through Innovation OneAscent's recent launch of the Small Cap ETF and expansion of its index-based solutions demonstrate a commitment to innovative product offerings that appeal to values-driven investors seeking diversified, sustainable investment options.

Targeted Client Focus As a platform supporting independent financial advisors with aligned values, OneAscent represents an opportunity to connect with financial professionals who prioritize ethical, values-based investing and may benefit from integrated asset management services.

Expanding Investment Tools The firm's active development of ETFs with competitive expense ratios indicates a growing emphasis on accessible, low-cost investment products, creating potential for partnerships in ETF management, technology integration, and back-office support.

Market Positioning With a revenue range of $10M to $25M and a specialized niche in values-aligned investments, OneAscent is positioned to attract innovative fintech and asset management firms seeking to expand their footprint in ethical investment spaces.

Technological Engagement Utilizing modern tech stacks like Google Analytics and PHP, OneAscent emphasizes digital engagement and data-driven decision-making, which presents sales opportunities in digital marketing solutions, analytics platforms, and customer relationship management tools.

OneAscent Tech Stack

OneAscent uses 8 technology products and services including FactSet, RSS, Microsoft 365, and more. Explore OneAscent's tech stack below.

  • FactSet
    Business Intelligence
  • RSS
    Content Management System
  • Microsoft 365
    Email
  • Modernizr
    Javascript Libraries
  • PHP
    Programming Languages
  • Google
    Search Engines
  • Google Analytics
    Web Analytics
  • easy pie chart
    Web Tools And Plugins

OneAscent's Email Address Formats

OneAscent uses at least 2 format(s):
OneAscent Email FormatsExamplePercentage
FLast@oneascent.comJDoe@oneascent.com
58%
First.Last@oneascent.comJohn.Doe@oneascent.com
41%
FirstLast@oneascent.comJohnDoe@oneascent.com
1%

Frequently Asked Questions

Where is OneAscent's headquarters located?

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OneAscent's main headquarters is located at 23 Inverness Center Parkway Birmingham, Alabama 35242 United States. The company has employees across 1 continents, including North America.

What is OneAscent's stock symbol?

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OneAscent is a publicly traded company; the company's stock symbol is OASC.

What is OneAscent's official website and social media links?

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OneAscent's official website is financial.oneascent.com and has social profiles on LinkedIn.

What is OneAscent's NAICS code?

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OneAscent's NAICS code is 52 - Finance and Insurance.

How many employees does OneAscent have currently?

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As of March 2026, OneAscent has approximately 14 employees across 1 continents, including North America. Key team members include Transition & Operations, Director: W. J.Director Of Portfolio Strategy: N. W.Financial Advisor, Resolute Capital Group: E. M.. Explore OneAscent's employee directory with LeadIQ.

What industry does OneAscent belong to?

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OneAscent operates in the Financial Services industry.

What technology does OneAscent use?

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OneAscent's tech stack includes FactSetRSSMicrosoft 365ModernizrPHPGoogleGoogle Analyticseasy pie chart.

What is OneAscent's email format?

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OneAscent's email format typically follows the pattern of FLast@oneascent.com. Find more OneAscent email formats with LeadIQ.

When was OneAscent founded?

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OneAscent was founded in 2017.

OneAscent

Financial ServicesAlabama, United States11-50 Employees

OneAscent Financial Services provides a platform for independent financial advisors who desire to be a part of something bigger than themselves. Our Values Aligned, Kingdom Driven solutions give advisors the freedom to pursue their calling and focus on their unique gifting – guiding and caring for the clients entrusted to them.

Download the FREE guide for financial advisors, 5 Step Guide to Gain Independence for Greater Impact: https://financial.oneascent.com/#Download-Free-Guide

Visit our website: https://financial.oneascent.com/

Follow us on Facebook: https://www.facebook.com/OneAscentFinancial

Subscribe to our YouTube channel: https://www.youtube.com/channel/UCj1L04Phd8a3wq90j0NW1IA/

Investment advisory services offered through OneAscent Financial Services, LLC (“OAFS”), an investment adviser registered with the United States Securities and Exchange Commission. OAFS may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to its investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAFS’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAFS with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.

Section iconCompany Overview

Headquarters
23 Inverness Center Parkway Birmingham, Alabama 35242 United States
Stock Symbol
OASC
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
11-50

Section iconFunding & Financials

  • $10M$25M

    OneAscent's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    OneAscent's revenue is estimated to be in the range of $10M$25M

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