OneVest
Investment Management
OneVest is a wealth management platform that unifies advisor, operations, and client workflows on a single system, replacing disconnected point tools with one connected platform for onboarding, account opening, money movement, and reporting. Built for RIAs, broker-dealers, asset managers, banks, and insurers.
Is OneVest hiring?
Yes. As of November 2, 2026, OneVest has 1 open role on Metaintro.
Open roles
Newest first. Pay shown when the posting lists it.
Hiring pattern
How fast OneVest is adding roles, and how they're set up.
New roles each monthRoles first posted in the month
Customers
All 10 companies OneVest names as customers.
Customers hiring now3
- Morgan Stanley898 open roles
- Merit Financial Advisors31 open roles
- CST2 open roles
Other customers7
- Westwood Wealth Management
- Mackenzie Investments
- Apex Fintech Solutions
- Envestnet
- PWL Capital
- Picton Investments
- Wellington-Altus
What their customers say
Quotes from people at OneVest's customers.
“Delivering a seamless, high-quality experience for advisors and investors is central to our strategy. As we continue to modernize our platforms, data, and service model, we are investing in flexible, scalable technology that enables us to move with greater speed and precision. Our collaboration with OneVest strengthens our ability to reduce complexity, better support advisors, and deliver a more intuitive and connected experience for the clients we serve.”
“As we continue our rapid growth trajectory and welcome more advisor teams to the Merit family, our priority is providing them with the absolute best-in-class infrastructure. We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve. OneVest is that partner, offering the technology designed for the scale we are achieving today and the innovation we need for tomorrow.”
“We are excited to partner with OneVest and implement their highly configurable platform to enhance both the client and advisor experience. This collaboration is an important step in our mission to offer unparalleled financial services supported by the best technology available.”
“As we continue to evolve, we wanted a partner that understood both the importance of that mission and the unique needs of the families we serve. OneVest has helped us build a stronger foundation for the future, allowing us to enhance the experience for families while remaining focused on what matters most: making it easier for Canadians to plan and save for their children's educational goals.”
“Joining forces with OneVest aligns with our mission to provide advanced technology solutions that drive the future of investing. Together, we are set to push the boundaries of what is possible in the investment realm, offering clients unprecedented access to modern advisor tools, digital investor experiences, enterprise management solutions, and much more, all designed to streamline and enhance their digital experiences.”
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“Partnering with OneVest strengthens our commitment to meeting the evolving needs of clients in the Canadian market, while empowering more financial advisors and service providers with the technology and intelligence needed to drive better client outcomes.”
“We aren't just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve”
AI launches and partners
What OneVest has launched and who it works with on AI.
- LaunchNext Best ActionOneVest launches the AI-driven ‘Next Best Action’ feature.
- LaunchAI-Native Agentic Wealth Operating SystemOneVest launches its AI-native agentic wealth operating system.
- LaunchMCP ServerThe OneVest MCP Server provides real-time AI access to live data, portfolio positions, and pipeline activity.
- LaunchAgentic Account Opening SolutionOneVest launches an AI agent that automates the account onboarding lifecycle across leading Canadian custodians.
Skills they ask for
Most frequent across open postings.
Tech stack
- CMS
- Contentful
- Libraries
- Tailwind CSS
- D3.js
- Frameworks
- Astro
- CDN
- Amazon CloudFront
- Analytics
- Google Analytics 4
- Google Tag Manager
Company facts
- Industry
- Investment Management
- Sector (NAICS)
- Information
- Peer
- Thales
- Website
- onevest.com
Similar companies
Companies in the same industry as OneVest that are hiring now.
Questions about OneVest
- Is OneVest hiring?
- Yes. As of November 2, 2026, OneVest has 1 open role on Metaintro. The most are in Marketing (1).
- Who are OneVest's customers?
- OneVest names 10 customers, including Morgan Stanley, Merit Financial Advisors, CST, Westwood Wealth Management, and Mackenzie Investments.