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OneVest Stock (ONEV)
OneVest is a Wealth-as-a-Service platform that provides wealth management and financial services to enterprises.
About OneVest Stock
Founded
2021
Industries
Software, Artificial Intelligence, Data and Analytics
OneVest Press Mentions
Stay in the know about the latest news on OneVest
Fintech bytes: Flourish unveils lending platform for RIAs
investmentnews • Mar 21, 2026
Fintech Rundown: A Rapid Review of Weekly News
finovate • Mar 18, 2026
OneVest Launches OneVest GO: The AI-Native Wealth Relationship Workspace Built for the Modern Independent Advisor
prnewswire • Mar 16, 2026
OneVest Launches OneVest GO: The AI-Native Wealth Relationship Workspace Built for the Modern Independent Advisor
newswire • Mar 16, 2026
OneVest, Merit Financial Advisors partner as RIA pursues aggressive expansion
investmentnews • Mar 06, 2026
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Trading OneVest Stock
How to invest in OneVest stock?
Accredited investors can buy pre-IPO stock in companies like OneVest through EquityZen funds. These investments are made available by existing OneVest shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process for buying Pre-IPO Shares.
How to sell OneVest stock?
Shareholders can sell their OneVest stock through EquityZen's private company marketplace. EquityZen's network includes over 440K accredited investors interested in buying private company stock. Learn more about the Shareholder liquidity process.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. See more information on Express Deals and pre-IPO exit information.
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Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 52K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
