OneAscent logo — Kingdom-class financial solutions for advisors and investors...

OneAscent

Kingdom-class financial solutions for advisors and investors.

Founded 2017 United States Birmingham, United States 22 employees Financial Services

General Information

Company Name OneAscent
Founded Year 2017
Location United States Birmingham, United States +1
Employees 22
Industries Financial Services
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About OneAscent

OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors, with a mission to help stewards thrive in life and legacy. The OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions entities all aim to make a positive impact and bless humanity through values-based investing. Founded in 2017 and headquartered in the United States, the company offers investment advisory services through OneAscent Wealth Management, LLC (OAWM), OneAscent Financial Services, LLC (OAFS), OneAscent Investment Solutions, LLC (OAIS), OneAscent Capital, LLC (OAC), and OneAscent Family Office, LLC (OAFO)—all registered with the United States Securities and Exchange Commission.

This website provides general information about their services and is not intended as solicitation to effect transactions in securities or the rendering of personalized investment advice for compensation over the internet. Any direct communication with a prospective client is conducted by a representative registered or qualified for an exemption or exclusion from registration in the state where the prospective client resides.

Taxonomy: investment solutions, investment advisory, registered investment advisers, values-based investing, family office, securities, financial planning

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OneAscent vs
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FAQ About OneAscent

Kingdom-class financial solutions for advisors and investors.
OneAscent was founded in 2017.
OneAscent is headquartered in Birmingham, United States.
OneAscent operates in the following industries: Financial Services.
OneAscent has approximately 22 employees.
Top alternatives and competitors to OneAscent include OneAscent Wealth, Dew Wealth Management, Benefit Financial Services Group (BFSG), Crewcial Partners LLC ®, Dynamic Wealth Solutions, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
OneAscent and OneAscent Wealth are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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