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AI Prospecting for OneAscent

OneAscent is a financial services company that provides investment solutions aligned with values and beliefs.
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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
Rob Grubb
Chief Operating Officer
Tj Claud
Chief Compliance 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 launched the Small Cap Core ETF (NYSE: OASC) in June 2024, expanding its suite of values-aligned, index-based investment solutions. This ETF is managed by Chief Equity Strategist Andrew Manton and integrates the proprietary OneAscent Elevate Screening Process, reflecting the company's commitment to faith-based investing[2].

OneAscent Investment Solutions released its Navigator Outlook for January 2025, highlighting asset class positioning and market outlook. The report notes that US large cap stocks are cautious due to high valuations, while core bonds and treasuries are positive due to attractive yields. Mortgage yields have also recovered, making spreads attractive relative to corporate bonds[3].

OneAscent has been recognized as one of The Americas’ Fastest Growing Companies for 2024 by the Financial Times and Statista, demonstrating a 189% three-year revenue growth and ranking 223rd overall and 21st in the Fintech, Financial Services & Insurance category[2].

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.

Operations Associate

Director of Marketing

Executive Assistant

AI sales outreach emails you can send to OneAscent
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