---
title: "OneVest"
canonical: "https://www.metaintro.com/company/onevest"
language: "en"
industry: "Investment Management"
website: "https://www.onevest.com/"
open_roles: 1
---

# OneVest

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.

## Open roles

- [Marketing Manager](https://www.metaintro.com/job/marketing-manager-at-onevest-ace512d2-d144-5aca-83d6-a16834e58e97) — Toronto, Ontario, Canada, Remote

[View the 1 role](https://www.metaintro.com/company/onevest/jobs/all)

## Customers

All 10 companies OneVest names as customers.

### Customers hiring now

- [Morgan Stanley](https://www.metaintro.com/company/morgan-stanley) — 898 open roles
- [Merit Financial Advisors](https://www.metaintro.com/company/merit-financial-advisors) — 31 open roles
- [CST](https://www.metaintro.com/company/cst) — 2 open roles

### Other customers

- Westwood Wealth Management
- [Mackenzie Investments](https://www.metaintro.com/company/mackenzie-investments)
- Apex Fintech Solutions
- [Envestnet](https://www.metaintro.com/company/envestnet)
- PWL Capital
- [Picton Investments](https://www.metaintro.com/company/picton-investments-27415470)
- Wellington-Altus

## AI launches and partners

What OneVest has launched and who it works with on AI.

- **Next Best Action** (Launch): OneVest launches the AI-driven ‘Next Best Action’ feature.
- **AI-Native Agentic Wealth Operating System** (Launch): OneVest launches its AI-native agentic wealth operating system.
- **MCP Server** (Launch): The OneVest MCP Server provides real-time AI access to live data, portfolio positions, and pipeline activity.
- **Agentic Account Opening Solution** (Launch): OneVest 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

## Similar companies

Companies in the same industry as OneVest that are hiring now.

- [Thales](https://www.metaintro.com/company/thales) — 3,526 open roles
- [State Street](https://www.metaintro.com/company/state-street) — 2,573 open roles
- [BNY](https://www.metaintro.com/company/bny) — 1,347 open roles
- [Stripe](https://www.metaintro.com/company/stripe) — 705 open roles
- [UBS](https://www.metaintro.com/company/ubs) — 642 open roles
- [Northern Trust](https://www.metaintro.com/company/northern-trust) — 630 open roles
- [LPL Financial](https://www.metaintro.com/company/lpl-financial) — 571 open roles

## Questions about OneVest

### Is OneVest hiring?

Yes. As of November 5, 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.