OneVest

Finance & Insurance · Software

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OneVest is a financial technology company redefining wealth management through an intelligent, agentic operating system. By advancing fragmented legacy software with a unified, AI-native platform built for autonomous execution, OneVest enables firms to operate with greater speed, control, and scale. Its open architecture deploys intelligence across the enterprise, transforming operations and freeing advisors to grow. OneVest serves financial institutions across the U.S., Canada, and global markets.

Founded
2014
Company size
51-200
Headquarters
Calgary, Alberta, CA
Funding
Series B

Hiring activity

Open roles
0
Posted in the last 30 days
0
Most common roles
Account ExecutiveBusiness AnalystBusiness Development Representative

Updated 6h ago

What OneVest says about its culture

Achievement — work you can point at and feel proud ofwork you can point at and feel proud ofAchievementIndependence — room to make your own decisionsroom to make your own decisionsIndependenceRecognition — getting somewhere, and being recognized for itgetting somewhere, and being recognized for itRecognitionRelationships — colleagues you get on with, and work that helps peoplecolleagues you get on with, and work that helps peopleRelationshipsSupport — managers who back their people upmanagers who back their people upSupportWorking conditions — steady, well-run conditions you can rely onsteady, well-run conditions you can rely onWorkingconditions

What OneVest says it offers, drawn from its own website.

Check if you fit

Opens the career fit test.

  • Flexibility

    “We've not only created a flexible platform, but we believe in being flexible in how we work and think.”Source

  • Honesty and transparency

    “We create trust by doing everything with honesty and transparency.”Source

  • Innovation/leading not following

    “We find new ways to solve old problems. Instead of catching up, we lead the charge.”Source

  • Inclusivity

    “We believe that wealth is for everyone. We also foster an inclusive culture—all people are welcome here.”Source

Quoted from OneVest's own website. TeaKo does not verify these claims.

Latest openings

No open roles right now. New postings appear here as we find them.