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AI Prospecting for OneAscent

OneAscent is a financial services company that provides investment solutions and advisory services. They focus on delivering value-based investing and financial advice that aligns with clients' values.
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Company data:

Company size:

21 employees

Industry

Financial Services

Headquarters:

Birmingham, Alabama, USA

Investment round:

N/A

ARR:

N/A

Key stakeholders

These are the current top-level decision-makers at the company and their LinkedIn profiles. Check them for recent activity and updates

Charlie Watkins
Chief Financial Officer
Tj Claud
Chief Compliance Officer
Jeff Rogers
Co-Founder & Stewardship Chief & Officer

Latest news about OneAscent

Here are some of the most recent media mentions. Use them in your sales prospecting to qualify a prospect's buyer intent and personalize outreach with the latest company updates

OneAscent recently acquired Excellence in Giving, a leading faith-based philanthropic firm in the U.S., headquartered in Colorado Springs, Colorado. This acquisition is part of OneAscent's expansion into philanthropic advisory services[5].

OneAscent ranked No. 1100 on the 2024 Inc. 5000 list of America’s fastest-growing private companies, with a three-year revenue growth of 465%[5].

OneAscent launched the OneAscent Small Cap Core ETF (NYSE: OASC), expanding its suite of values-aligned, index-based investment solutions[5].

Open job positions at OneAscent

This company is actively hiring to fill these roles. Use this for sales prospecting if your solution assists, augments, or provides an alternative for the growing team and position.

Looks like we couldn't find any open jobs at this company at the moment. But we'll keep looking!
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