OneVest

Samantha Pile, our Senior Sales Executive, will be attending Future Proof Citywide in Miami Beach from March 16th-19th! Reach out to schedule a time and discover how OneVest can help drive your business forward.

📢 Meet the latest disruptor joining the Global WealthTech Summit USA In New York 📢 We are delighted to be partnering with OneVest who are a Bronze Sponsor🥉 at the Global WealthTech Summit USA in New York this March Register via the link to hear from the industry leaders shaping the #WealthTech landscape of tomorrow - https://lnkd.in/eyBAvQdb Eric Wilcher #GWTSUS25 #Transformation

⏰ Just 1 week left until America's most senior level gathering of #WealthTech leaders and innovators! ⏰ 🤝 Connect with industry leaders and innovators at the Global WealthTech Summit USA in New York on Tuesday, March 18. 📢 Hear from WealthTech leaders and innovators - Joe Cordeira, Chief Data and Analytics Officer at UBS - Global Wealth Management US Zoubair Esseghaier, Global Head of Front Office Product at BNY Ranjit S Samra, Head of J.P. Morgan Wealth Management Product & Experience at JPMorganChase Matthew Heintz, Head of Strategy – Wealth Management Solutions at JPMorganChase Saxon J. Sorrentino, Head of Client Data Strategy at Morgan Stanley Emily Green, Head of Private Wealth Management at Ellevest Vincent Fontana, CFA, Head of Product Specialists Americas at HSBC Cary Carbonaro, CFP® Professional, MBA, Managing Wealth Advisor, Women and Wealth Ambassador at Ashton Thomas Private Wealth Tara Thompson Popernik, CFA, CFP®, SVP/Head of Wealth Strategies at Bernstein Mitchell Spector, Partner and Head of Fintech at Berkshire Global Advisors Cristian Homescu, Director, Portfolio Analytics at Bank of America Merrill Lynch Paul Miles, CFA, Director, Wealth and Investment Platform Strategy at Charles Schwab Michelle Slinn, Executive Director at J.P. Morgan Private Bank Ash Rajan, Financial Planner at Prudential Financial Jared Eisenberg, VP ETF Specialist at AllianceBernstein Gaurav Mehta, Director at Deutsche Bank Securities Inc. 🔝 See the latest innovation in the market from the leading disruptors (pt 1/2, pt 2 in comments)- MDOTM Ltd | AI-Driven Investment Solutions for Asset & Wealth Managers Roberta Cavallo Univeris Felicia T. OneVest Eric Wilcher Financial Risk Solutions (FRS) Ltd Thomas Patterson Limited tickets remaining, join the guest list now – https://lnkd.in/eyBAvQdb #GWTSUS25

🌐  How Amar Ahluwalia & OneVest Are Revolutionizing Wealth Management 🚀 After leading OneVest's Series B, investors Zak Kokosa, Pascha H., and Robert Keith sat down with CEO Amar Ahluwalia to discuss his entrepreneurial journey and vision behind OneVest. A few highlights: 💡 Inspiration Behind OneVest: "Jakob Pizzera, Nathan Di Lucca, and myself have all spent well over a decade across traditional financial services and fintech witnessing countless problems and opportunities on a daily basis. During the pandemic, we started talking about how wealth management technology is broken and legacy, and hasn’t caught up with other industries from an innovation perspective." 🤝 Why Partner Salesforce Ventures? "We wanted an investor that also felt like a partner. As part of our due diligence process, we got to meet several individuals across the business and it solidified our view that the entire team deeply understands what we’re building and what we’re trying to achieve." 💲 Lessons Learned From Fundraising: "Build relationships early, be transparent about your challenges, and focus on investors who bring more than just money to the table." 🔮 Vision For the Future: "The industry is moving toward digitization, hyper-personalization, and automation. OneVest aims to lead this evolution by providing a platform that integrates cutting-edge technology with user-centric design, making wealth management more efficient." Read our full conversation with Amar in our latest blog post: https://lnkd.in/eTzb-RYN