OneVest

Washington, get ready! OneVest is heading to the Money Management Institute's Annual Conference next week, and we’re thrilled to connect with RIA firms, financial institutions, banks, and industry leaders shaping the future of wealth management. Join Sarah A. Langille and Kent Tkach onsite at Stand 7A and learn how OneVest unifies wealth management into a single platform with intelligent workflows that streamline onboarding, compliance, and client servicing. We help firms scale efficiently while keeping the focus where it belongs: on clients! 📍 Don’t miss this chance to meet the team and discover how OneVest is transforming how firms manage wealth in a modern, connected way. #WealthManagement #WealthTech #OneVest #MMIAnnualConference #MMI2025

We’re headed to DeVoe & Company's M&A Conference in Chicago next week! Come meet us and learn how we simplify and accelerate wealth management by providing a modular, configurable, and unified technology platform that empowers advisors, institutions, and clients to thrive. Our CEO Amar Ahluwalia and Director of Enterprise Sales Kent Tkach, will be on-site to connect with firms and leaders shaping the future of wealth management. 🍸 Don’t miss us at the Happy Hour we’re proud to sponsor from 4:00 pm - 5:30 pm, the perfect opportunity to network and meet our leadership and learn how OneVest is driving innovation in next-gen wealth management technology. #WealthManagement #FinTech #OneVest #DeVoeMA #Innovation

One week away for the inaugural The Wealth Mosaic Live 2025: US Conference. We’re proud to see our VP of Product, Richard N. Hart III, take the stage as a keynote speaker at The Wealth Mosaic Live! Richard will share his perspective on “New clients. New platforms. New expectations: Shaping tomorrow’s wealth management today”, drawing on over two decades of experience building and scaling platforms, transforming client experiences, and driving innovation across financial services. At OneVest, Richard leads our product vision and roadmap execution, helping firms transform with scalable, unified technology that enhances both client, advisor and home office experiences. 📅 Hear from Richard and join us in Atlantic City on October 8–9 for two days of insights shaping the future of US wealth management. #WealthManagement #FinTech #OneVest #TWMlive2025 #Innovation

🚀 OneVest is heading to RIA Edge LA next week! Wealth management is evolving, and OneVest is leading the way. Our platform unifies fragmented advisor and client experiences, replacing legacy systems with modern automated workflows that scale to meet the needs of today's market. By bringing data, interactions, and advanced processes into one place, we’re helping RIAs and Home Offices serve the next generation of clients with clarity and efficiency. We’re excited to have our Senior Sales Executive, Roger Romero, on-site connecting with industry leaders and showcasing how OneVest is modernizing wealth management. 📅 Heading to RIA Edge LA? Be sure to connect with Roger and see how OneVest can power your growth. #WealthManagement #FinTech #OneVest #LAEdge

🌟 OneVest is heading to The Wealth Mosaic Live 2025: US Conference in Atlantic City! Our VP of Product, Richard N. Hart III, will take the keynote stage to share his perspective on “New clients. New platforms. New expectations: Shaping Tomorrow’s Wealth Management Today.” This isn’t just about technology - it’s about the transformation reshaping wealth management, and how firms can adapt to serve the next generation of clients. Regulation, shifting demographics, and rising expectations are all reshaping what it means to deliver value in today’s market. The OneVest team will be on site throughout the event, connecting, collaborating, and adding our voice to the conversations shaping the future of wealth management. 📅 October 8–9 | Atlantic City 🔗 Full agenda & tickets: https://lnkd.in/gn4jZ39c #TheWealthMosaic #WealthManagement #AdvisorExperience #FinTech #Innovation #OneVest

⏳ Just 1 week to go! On Sept 25 at 12 pm ET, we’re bringing together three industry leaders for an exclusive webinar: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025 ✨ Amar Ahluwalia (OneVest) ✨ John O’Connell (The Oasis Group) ✨ Don McHenry (ByAllAccounts, Morningstar Wealth) They’ll explore how data is redefining the future of wealth management: 🔹 Data orchestration & consolidation 🔹 The great wealth transfer 🔹 AI’s invisible infrastructure 🔹 Personalized client experiences 🔹 Predictions shaping 2026 📅 Don’t miss it, secure your spot and register here: https://lnkd.in/g5mzVFc4 #WealthTech #WealthManagement #Innovation #OneVest #FutureOfFinance

We’re thrilled to share that OneVest has been shortlisted for two categories at the US FinTech Awards 2025: ✨ Rising Star of the Year ✨ WealthTech of the Year These nominations highlight the innovation, dedication, and hard work of our entire team. From the start, we’ve been committed to modernizing wealth management, building solutions that foster growth and differentiate the client experience. Being recognized alongside leading fintech disruptors is both humbling and inspiring, and this is only the beginning! 🚀 A huge thank you to our team, partners, and clients. Your trust and support make everything possible. Let’s keep pushing the boundaries together. #USFinTechAwards #WealthTech #FinTechInnovation #WealthManagement #DigitalTransformation #FinTechDisruptor #TeamOneVest

🔮 A year ago, data consolidation was a prediction. Today, it’s reality, and it’s transforming WealthTech. 📊 The data revolution isn’t coming, it’s already here. Data consolidation is no longer optional; it's reshaping the industry in real-time and redefining WealthTech. On Sept 25 at 12 pm ET, join us for an exclusive webinar: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025. Featuring industry leaders: -Amar Ahluwalia (OneVest) -John O'Connell, MBA O’Connell (The Oasis Group) -Donald McHenry McHenry (ByAllAccounts, Morningstar Wealth) They’ll unpack how firms can thrive in this new era by diving into: 🔹 Smarter data orchestration & consolidation 🔹 Technology’s role in the great wealth transfer 🔹 AI’s evolution into invisible infrastructure 🔹 Delivering personalized client experiences 🔹 Exclusive predictions for 2026 📅 Save your spot! 👉 Registration here: https://lnkd.in/g5mzVFc4 #WealthTech #Innovation #Fintech #OneVest #FutureOfFinance

Roger Romero & Paige Johnson are on the ground at #FutureProof, working hard, connecting harder, and showing how OneVest is changing the way wealth is managed for today's modern advisor. Innovation, collaboration, and the future of wealth management live in action. 🚀 #FutureProof #WealthManagement #AdvisorExperience #FinTech #OneVest

🌟 OneVest is excited to be at Future Proof 2025 next week with Roger Romero (Senior Sales Executive) and Paige Johnson (Director of Partnerships)! OneVest's unified platform streamlines advisor workflows, enhances client experiences, and powers growth through innovation while seamlessly integrating with internal and third-party systems to fit your unique wealth ecosystem needs...All in one view and at your fingertips. Our mission is to change the way wealth is managed for the modern advisor of today and tomorrow: 🔹 One platform, endless possibilities – from onboarding to portfolio insights, we unify the advisor and client experience. 🔹 Efficiency without compromise – streamline workflows, reduce tech debt, and focus on delivering real value. 🔹 Innovation at the core – AI-driven insights and dynamic integrations power smarter decision-making. At Future Proof, we’ll be joining conversations about what’s next for wealth management and showcasing how we’re helping firms scale, stay ahead, and serve clients better. The future of wealth isn’t coming...it’s already here. Let’s shape it together. 📍 Connect with us through the Future Proof app or reach out to Roger and Paige to learn more. #FutureProof #WealthManagement #AdvisorExperience #FinTech #OneVest