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Gathering insights about OneVest…

OneVest Tech Stack

OneVest uses 8 technology products and services including InvestCloud, Grafana, Salesforce, and more. Explore OneVest's tech stack below.

  • InvestCloud
    Accounting And Finance
  • Grafana
    Analytics
  • Salesforce
    Customer Relationship Management
  • GitHub Actions
    Devops
  • Microsoft Excel
    Editors
  • ISO/IEC 27001
    Governance, Risk And Compliance
  • jQuery
    Javascript Libraries
  • Greenhouse
    Recruitment Marketing

Media & News

OneVest's Email Address Formats

OneVest uses at least 1 format(s):
OneVest Email FormatsExamplePercentage
First.Last@onevest.comJohn.Doe@onevest.com
77%
First@onevest.comJohn@onevest.com
19%
First.Middle@onevest.comJohn.Michael@onevest.com
3%
Last@onevest.comDoe@onevest.com
1%

Frequently Asked Questions

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

Minus sign iconPlus sign iconOneVest's official website is onevest.com and has social profiles on LinkedIn.

What is OneVest's SIC code NAICS code?

Minus sign iconPlus sign iconOneVest's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does OneVest have currently?

Minus sign iconPlus sign iconAs of December 2025, OneVest has approximately 96 employees across 1 continents, including North America. Key team members include Cto/Co-Founder: N. D. L.Chief Revenue Officer (cro): T. S.Vice President - Head Of Product: R. N. H.. Explore OneVest's employee directory with LeadIQ.

What industry does OneVest belong to?

Minus sign iconPlus sign iconOneVest operates in the Financial Services industry.

What technology does OneVest use?

Minus sign iconPlus sign iconOneVest's tech stack includes InvestCloudGrafanaSalesforceGitHub ActionsMicrosoft ExcelISO/IEC 27001jQueryGreenhouse.

What is OneVest's email format?

Minus sign iconPlus sign iconOneVest's email format typically follows the pattern of First.Last@onevest.com. Find more OneVest email formats with LeadIQ.

OneVest

Financial ServicesOntario, Canada51-200 Employees

OneVest is a financial technology company on a mission to power the world’s wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs.

Section iconCompany Overview

Website
onevest.com
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $25M$50M

    OneVest's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    OneVest's revenue is estimated to be in the range of $25M$50M

Company Leadership

  • Stylized image of a person
    N. D. L.
    Cto/Co-Founder
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. S.
    Chief Revenue Officer (cro)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. N. H.
    Vice President - Head Of Product
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. T.
    Head Of Marketing
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Head Of Finance
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    R. L.
    Vp, Customer Solutions
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. N. H.
    Vice President - Head Of Product
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. L.
    Head Of Finance
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T.
    Vp, Engineering
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. T.
    Director Of Sales
    Phone icon
    Mobile Phone

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