Private wealth management,
in your pocket

OneVest manages your wealth like the 1%

Investing with OneVest

Our strategy is simple: we aim to generate better returns and reduce risk through actively-managed, highly-diversified portfolios.

It's the wealth management experience generally reserved for the ultra-wealthy:
and it's now available to you.

Good planning requires goals. OneVest will help you set and achieve them.

We organize portfolios around your milestones to help you make the most of your money while staying focused on what matters to you.

Sit back and watch your investments grow.

Your portfolio is actively managed and automatically rebalanced, so you don't need to research or monitor the market. We do it all for you.

With OneVest, your nest eggs aren't all in one basket.

Our team manages your portfolio across a variety of traditional and alternative products, reducing risk and aiming for better returns.

Don't worry: no long, in-person meetings required.
Get started and stay up-to-date from wherever you are.

Tell us about your goals, risk, and timelines.

Add new funds or transfer your existing investments.

We take care of the tough parts. Simply track and monitor your investments.

Life happens. Make changes whenever you need.

Get started on your wealth journey