Company Information

Get to know OneAscent Financial

OneAscent is a comprehensive financial services firm dedicated to delivering "values-aligned" investment solutions. The company's mission is to empower individuals, families, and financial advisors to achieve their financial goals without compromising their values. They provide a range of services including wealth management, retirement plan consulting, and asset management, all built on a proprietary screening process that identifies companies whose practices are consistent with their clients' principles. Founded on the belief that investment can be both profitable and purposeful, OneAscent serves both direct clients and a network of like-minded financial advisors.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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OneAscent Financial

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.