Oneascent
OneAscent is a family of companies committed to delivering Kingdom class financial solutions to advisors and investors. OneAscent Wealth Management, OneAscent Financial Services, and OneAscent Investment Solutions each make a positive impact and bless humanity through values-based investing. All are driven by our mission to help stewards thrive in life and legacy, each with its own vision to accomplish this end. Investment advisory services offered through OneAscent Wealth Management, LLC (“OAWM”), OneAscent Financial Services, LLC (“OAFS”), OneAscent Investment Solutions, LLC (“OAIS”), OneAscent Capital, LLC (“OAC”), and OneAscent Family Office, LLC (“OAFO”), investment advisers registered with the United States Securities and Exchange Commission. OAWM, OAFS, OAIS, OAC, and OAFO may only transact business in those states in which they are registered or qualify for an exemption or exclusion from registration requirements. This website is limited to the dissemination of general information pertaining to their investment advisory services. Accordingly, publication of this website on the internet should not be construed by any consumer and/or prospective client as OAWM's, OAFS's, OAIS's, OAC's, and OAFO's solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the internet. Any subsequent, direct communication by OAWM, OAFS, OAIS, OAC, and OAFO with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides.
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Verified contacts
21
available on Kipplo
LinkedIn employees
44
51 to 200 range
Open roles
2
across 1 depts
Distinct roles
16
indexed titles
Tech stack
3
tools in use
Monthly traffic
349
organic / mo
Hiring · 2 open positions across 1 departments
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Decision-makers and verified team members
21 contacts with verified email or phone · masked until revealed.
- JS
John Siverling
Director of Private Markets & Impact Advocacy · Other
EmailPhone - CW
Charlie Watkins
Senior Vice President Finance · Finance & Accounting
EmailPhone - MM
Matthew Moses
VP, Operational Consulting · Operations
EmailPhone - JA
Josh Arrington
Stewardship Advisor · General Business & Management
EmailPhone - JW
John Will Graham
Add Source Group, Llc · Other
EmailPhone - SV
Samantha Vance
Director of Marketing · Other
EmailPhone - TC
Tj Claud
Chief Compliance Officer · Legal
EmailPhone - HK
Halston Kirkpatrick
Director of HR and Organizational Development · Human Resources
EmailPhone - JR
Jennifer Rogers
Director, Advisor Operations · Operations
EmailPhone
Showing 9 of 21 verified contacts
Top roles at Oneascent
16 distinct titles indexed · top 10 shown.
- 2director of hr and organizational development
- 1add source group, llc
- 1associate advisor
- 1chief compliance officer
- 1client relationship manager
- 1client relationship specialist
- 1director of marketing
- 1director of private markets & impact advocacy
- 1director, advisor operations
- 1executive assistant
- +6more titles
Sign up to unlock all 21 contacts at Oneascent
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Sign up to reveal 21 verified contacts at Oneascent
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