OneVest app on two phones

Private wealth management,
in your pocket

OneVest manages your wealth like the 1%

Two phones - one with an app home page screenshot

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.

Goals-Based

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.

App screenshot showing the selection of a goal
Screenshot of an app showing an investment transfer setup

Effortless

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.

Diversified

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.

App screenshot showing a portfolio breakdown

How it works

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

1

Tell us about yourself

Tell us about your goals, risk, and timelines.

2

Fund your account

Add new funds or transfer your existing investments.

3

Track your progress

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

4

Make changes anytime

Life happens. Make changes whenever you need.

Download the OneVest app

Get started on your wealth journey

Frequently Asked Questions

Do you offer self-directed investing?
Can I transfer my accounts from another institution?
Do you offer themed or industry-specific portfolios?
Is there a minimum amount I need to invest?
Is my account pooled with others or separate?