Holistic Wealth &
Asset Management for HNWI
Designed for High Net Worth Individuals and Family Offices, our platform helps you track, manage, and optimize your personal assets, wealth, and responsibilities with unparalleled clarity and control.
Trusted by Leading Families
500+
HNWI Clients
2M+
Assets Tracked
99.9%
Uptime SLA
40%
Avg Efficiency Gain
Features
Platform Capabilities
Tailored Solutions for Your Unique Wealth. Our suite of tools is designed to handle the complexity of modern portfolios.
Asset Tracking
Comprehensive asset lifecycle management with real-time tracking, inventory control, and performance monitoring.
Workflow Management
Streamline business processes with automated workflows, task management, and process optimization tools.
Task Management
Comprehensive task assignment, tracking, and completion monitoring for enhanced team productivity.
Ready for what's next?
Wealth management that grows with you
Join discerning families and family offices who trust OneWealth to provide clarity, control, and peace of mind over their financial and personal legacies.