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Financial Software & Embedded Finance
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Growth
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News
OneVest Goes Live on Schwab
Beyond the native workspace, OneVest is opening up its underlying connectivity as a headless Account Opening API, providing three flexible deployment paths:
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OneVest opens the Agentic Wealth OS with MCP for real-time AI data access and agentic action
For RIAs, banks, and broker-dealers, the OneVest MCP Server unlocks secure, real-time AI access to live data, portfolio positions, and pipeline activity, and...
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OneVest Launches AI Platform, Partners With Merit
OneVest debuts its agentic wealth operating system and forms strategic partnership with Merit Financial Advisors
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OneVest, Merit Financial Advisors partner as RIA pursues aggressive expansion
Agreement comes as wealthtech firm launches AI-powered wealth management system.
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OneVest Leaders Take Top Honors at WealthBriefing WealthTech Americas Awards 2026
/PRNewswire/ - OneVest today announced that Co-Founder and CEO Amar Ahluwalia and CTO Nathan Di Lucca have been named winners at the WealthBriefing WealthTech...
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Tech stack
Technologies named in job postings at OneVest over the last 12 months, by layer, with the share of postings for each.
Technologies in use
9
Postings analysed
3
Stack modernity
71/100AI adopter
Frameworks & libraries
Cypress
Playwright
Rest-Assured
Cloud & platforms
Postman
Figma
AI & ML
Claude
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Full OneVest tech stack
9 technologies · by team · pay by technology · changes · similar stacks
Growth
Hiring Momentum
24/100
Hiring freeze
Open positions
3
0 opened / 1 closed in 30 days
Median time-to-fill
55 days
faster than 28% of the market
ATS activity
Every ~12 hours
09/28/2026
Hiring Dynamics
0%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
QA
33% ▼
Marketing
33% ▲
Sales
33% ▼
Offices
Where the company hires and what each office is for
Cities
2
Hiring now
1
Countries
1
Busiest office
Toronto
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Headquarters
Builds here
Office with open vacancies
No open vacancies right now Tap a pin for the office
Toronto
Canada
HQ
Toronto
2 open roles 2 posted in 90 days 50% remote 50-200 est. staff
hires for Marketing, Sales
Calgary
Canada
Regional office
Calgary
