About Oneascent
Oneascent is a financial services firm based in Birmingham, Alabama, specializing in investment management and financial planning. The company focuses on providing personalized financial solutions to individuals and institutions, emphasizing a values-based approach to investing. Oneascent aims to align clients' investments with their personal values and long-term goals, offering a range of services including portfolio management, retirement planning, and wealth management. The firm is committed to transparency and client education, ensuring that clients are well-informed about their investment choices and strategies. With a team of experienced professionals, Oneascent strives to build lasting relationships with clients, helping them navigate the complexities of financial markets and achieve financial independence.
Company facts
- Industry
- Financial Services
- Sub-industries
- Investment Management, Wealth Management, Financial Planning, Retirement Planning, Portfolio Management
- Location
- Birmingham, United States
- Employees
- 11–50
- Revenue (USD)
- 1–5M
- Founded
- 2016
Products and services
Open Oneascent in GlobalDeal Is this your company? Update the details for free
More Financial Services companies in United States
- Citigroup
Citigroup Inc. is a leading global financial services company providing a broad range of banking, investment, and wealth management services to consumers, corporations… - Ge Capital
GE Capital is a financial services division of General Electric, providing a wide range of financial products and services to businesses and consumers. The company specializes in… - Goldman Sachs
Goldman Sachs is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified… - Bank Of America Merchant Services
Bank of America Merchant Services is a leading provider of payment processing solutions, offering a comprehensive suite of services to businesses of all sizes. The company… - Kabbage From American Express
Kabbage, a subsidiary of American Express, provides financial technology solutions that help small businesses access funding and manage their cash flow. Founded in 2009, Kabbage… - Cross River
Cross River is a technology-driven financial services organization that provides banking solutions to consumers and businesses. Founded in 2008, the company operates as a… - American Express
American Express Company, commonly known as Amex, is a multinational financial services corporation headquartered in New York City. Founded in 1850, it is best known for its… - Us Bancorp
U.S. Bancorp is the parent company of U.S. Bank, a leading financial services provider in the United States. The company offers a wide range of financial products and services… - Wachovia Corp
Wachovia Corporation was a major financial services company based in the United States, primarily engaged in banking, investment, and asset management services. Founded in 1908… - Bank Of America Business
Bank of America Business provides a wide range of financial services tailored to meet the needs of small to large businesses. The bank offers various products including business… - The Hartford
The Hartford is a leading provider of insurance and financial services, offering a wide range of products including property and casualty insurance, group benefits, and mutual… - Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated, commonly known as Merrill Lynch, is a wealth management division of Bank of America. The firm provides investment management…