OneVest

100+
Downloads
Content rating
Everyone
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About this app

Wealth management is moving in a new direction. We want everyone to keep up.

Goals-Based Investing

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.

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.

Low Fees

With lower fees than traditional wealth management firms, you can grow your investments faster and keep more of what you've earned. We want you to reap the benefits of active management while keeping your costs low.
Updated on
Oct 20, 2022

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
Location, Personal info, and Financial info
This app may collect these data types
Location, Personal info and 3 others
Data is encrypted in transit
You can request that data be deleted

What's new

Thanks for using OneVest!
This version includes the new account details screen, along with performance enhancements and bug fixes that will improve your wealth experience!