OneVest is a financial technology company redefining wealth management with an AI-native operating system. Its open, modular platform brings your data together in one view and powers agentic workflows, from account opening to full client management, with connected workspaces for advisors, operations teams, and clients, on both web and mobile.

Conquest Planning is a financial planning software company enabling advice delivery across the entire wealth continuum. Powered by its proprietary AI expert system, Strategic Advice Manager (SAM), Conquest combines an auditable, deterministic calculation engine with intelligent features to help advisors build better plans, serve more clients and grow their practice.

Hadrius is the agentic compliance infrastructure for SEC- and FINRA-regulated firms. We help compliance teams scale without adding operational complexity by executing routine compliance work under human governance.