DriveWealth and OneVest Partner to Deliver Next-Generation Wealth Management Solutions

Media Contact:
OneVest
Emily Wexler, Director of Marketing
emily.wexler@onevest.com

DriveWealth
drivewealth@calibercorporate.com

OneVest, a leading financial technology company on a mission to Power the World's Wealth, and DriveWealth, a global B2B financial technology platform providing Brokerage-as-a-Service, are proud to announce a strategic partnership to provide next-generation wealth management solutions.

This partnership integrates OneVest’s comprehensive wealth management platform directly onto DriveWealth’s investing ecosystem, enabling enterprises to access a fully configurable, out-of-the-box solution for modern wealth management needs. The integration provides DriveWealth’s broker-dealer, RIA, and international wealth advisory partners with a white-labeled platform featuring modules for onboarding, account opening, advisor and client experiences, portfolio management, analytics, and more.

DriveWealth’s advanced APIs enable the full range of investing and trading workflows – from opening an account to trading in the market all the way through publishing tax statements. By integrating OneVest’s modular, end-to-end wealth management solutions on top of its platform, DriveWealth can provide advisors with a white-label, turnkey solution that enhances the investment journey and adapts to the dynamic needs of both enterprises and investors.

“Our mission at OneVest has always been to Power the World's Wealth through innovative technology,” says Amar Ahluwalia, CEO at OneVest. “By partnering with DriveWealth, we’re enabling enterprises to deliver unparalleled experiences to their clients, meeting the ever-changing demands of today’s investors.”

“At DriveWealth, we are committed to using technology to broaden access to the wealth creating potential of markets,” said Michael Blaugrund, CEO at DriveWealth. “This collaboration with OneVest will empower our partners with wealth advisory tools to thrive in a market landscape that continues to change for both established and newer participants.”

Investor expectations for cutting-edge technology continue to evolve, creating the need for financial institutions to innovate and adapt. By combining DriveWealth’s expertise in powering securities trading, clearing, and custody, with OneVest’s leadership in wealth management technology, enterprises can focus on delivering personalized, scalable solutions that drive growth and client satisfaction.

About OneVest

OneVest is a financial technology company on a mission to Power the World's Wealth. It offers an end-to-end wealth management platform, from client onboarding, to portfolio management, to analytics and beyond. OneVest’s software was built to be modular, allowing financial institutions to fill gaps in their process depending on their needs. For more information, please visit onevest.com.

About DriveWealth

DriveWealth is a global B2B financial technology platform. Our core business is providing Brokerage-as-a-Service, powering the investing and trading experiences for digital wallets, broker-dealers, asset managers and consumer brands. DriveWealth’s APIs provide our partners with a modern, extensible and flexible toolkit to develop everything from traditional investment workflows to more innovative techniques like rounding up purchases into fractional share ownership. For more information, visit drivewealth.com.

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