OneVest Email Format
Financial ServicesOntario, Canada51-200 Employees
OneVest is a Toronto-based financial technology company in the financial services industry with 51-200 employees. It develops an AI-native operating system designed to modernize wealth management by consolidating fragmented legacy software into a unified platform capable of autonomous execution. Its open-architecture platform deploys intelligence across the enterprise to transform operations and support advisor growth. It serves financial institutions in the United States, Canada, and global markets, and in 2026 expanded its product offerings with introductions of OneVest GO and the Agentic Wealth Operating System, as well as digital client and advisor portals, and client wins such as Mackenzie Group. It is headquartered in Toronto and maintains the website at onevest.com.