OneAscent
Highly Engaged Employees
Highly Engaged EmployeesFinance · Ohio, United States · 11-50 Employees
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Overview
Headquarters
1700 Woodlands Dr Ste 100, Maumee, Ohio,...Phone Number
(205) 313-9142Website
www.oneascent.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
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ZI Rank
1
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2
About OneAscent
OneAscent is a financial services company dedicated to aligning the values of its clients with their planning, investing, and giving. They serve a diverse range of clients including financial advisors, individual investors, and institutions, offering customized strategies and comprehensive solutions. Their services encompass financial planning, investment management, retirement planning, and institutional consulting, with a focus on empowering clients to make values-aligned decisions. The company emphasizes a partnership approach, fostering clarity, confidence, and contentment in their clients' financial lives.Explore more
OneAscent Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$6.3M
11-50
Private
-
1987
GP
Gary PinkertonSenior Vice President, Wealth Advisor, Director of Professional Alliance and Institutional Services
Company Profile Activity
Activity Insights
OneAscent is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
OneAscent is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about OneAscent.
OneAscent Tech Stack
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OneAscent News & Media
OneAscent Investments Surpasses $1 Billion in ETFs
BIRMINGHAM, Ala., June 10, 2026 /PRNewswire/ -- OneAscent Investments today announced that its suite of exchange-traded funds (ETFs) has crossed $1 billion in assets under management, a milestone that speaks to the growing number of financial advisors and investors who want their...ONEASCENT INTERNATIONAL EQUITY ETF ACHIEVES 4-STAR RATING FROM MORNINGSTAR
BIRMINGHAM, Ala., Oct. 28, 2025 /PRNewswire/ -- OneAscent Investments is proud to announce that the OneAscent International Equity ETF (OAIM) has received a 4-Star Morningstar Rating™ in the US Fund Foreign Large Blend category out of six hundred forty-five funds in the category for the...OneAscent Launches Small Cap ETF, Bolstering its Suite of Values-Aligned, Index-Based Solutions
BIRMINGHAM, Ala., June 13, 2024 /PRNewswire/ -- OneAscent Investment Solutions is proud to announce the latest addition to its suite of values-aligned investment offerings: the OneAscent Small Cap Core ETF (NYSE: OASC). Marking the fifth exchange traded fund introduced by the firm, OASC...Charityvest and OneAscent partner on a modern giving capability for wealth management clients
ATLANTA--(BUSINESS WIRE)--Charityvest, a provider of modern charitable giving accounts, today announced a partnership with OneAscent, a leading family of companies committed to delivering financial solutions to advisors and investors. Together, they are launching OneGive, a private-labeled donor-advised fund (DAF) and philanthropy program to OneAscent’s advisors and their clients. The partnership also marks the public launch of Charityvest for Advisors, the next-generation capability powering O
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OneAscent is a financial services company dedicated to aligning the values of its clients with their planning, investing, and giving. They serve a diverse range of clients including financial advisors, individual investors, and institutions, offering customized strategies and comprehensive solutions. Their services encompass financial planning, inv... Read More
