OneVest Launches AI-Powered Wealth Relationship Workspace

OneVest Technologies Inc., a Toronto-based fintech company, released OneVest Go, an artificial-intelligence-integrated platform to assist registered investment advisers with customer-relationship management.

According to an announcement, the platform is a “high-velocity workspace” that can incorporate daily workflows and minimize manual data entry. It can automatically insert data from Outlook and Google communications and calendars; analyze meetings to generate action items and client-ready notes; and suggest individualized action items to prospects and clients.

It also provides secure data storage with automated data extraction and can search an entire firm’s client histories to create summaries and insights.

The platform incorporates OneVest’s agentic, AI-powered wealth operating system released earlier this month, which can be used for onboarding, account opening, portfolio management, fees and billing, compliance, financial planning and proposal generation.

“It’s less about focusing on one or two features and [more about] really hitting everything,” says OneVest CEO Amar Ahluwalia. “We want to be the predominant and most trusted agentic wealth OS on the street that: 1) is compliance and institutional-grade security-driven and 2) comes with all the bells and whistles.”

On March 5, OneVest announced a strategic partnership to integrate its platform with Merit Financial Advisors, an Atlanta-based wealth management firm, to provide Merit with a “unified, modern workflow” that could assist newly acquired offices to “hit the ground running.”

Merit Financial Advisors CEO Rick Kent added in a statement, “We aren’t just looking for tools; we are looking for a partner that helps us move faster without compromising the personalized experience our advisors and clients deserve.”

According to Echelon’s year-end 2025 mergers and acquisition report, Merit was the third-most active acquirer in the wealth management industry, acquiring $7.78 billion in assets through 16 deals. Its recent acquisitions included Michigan-based TL Financial Group in February 2026 and Blueprint Wealth Advisors LLC in November 2025. As of January 1, Merit had more than 55 offices throughout the U.S. and managed $24.69 billion in assets, including $2.3 billion in retirement assets.

Asked about the human element in an agentic-AI-driven advisory office, Ahluwalia says a “level of credibility and relationship and trust” are crucial, as advisers help manage clients’ core life savings.

“We’re not building the next agentic adviser,” Ahluwalia adds. “We are building agentic capabilities to elevate the adviser so they can better engage with their client.”