OneAscent

Financial Services • Hoover, Alabama, United States • 11-20 Employees

Company overview

Headquarters	23 Inverness Center Parkway, Birmingham, AL 35242, US
Phone number	+12058471343
Website	oneascent.com
NAICS	52
SIC	628
Employees	11-20
Socials

Key Contacts at OneAscent

Shawna Samford

Director Of Organizational Development

Phil Shaffer

Director Of Institutional Services

Samantha Vance

Director Of Marketing

John Siverling

Director Of Private Markets & Impact Advocacy

Halston Kirkpatrick

Director Of Hr And Organizational Development

Jennifer Rogers

Director, Advisor Operations

OneAscent Email Formats

OneAscent uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@oneascent.com), used 56.5% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@oneascent.com	56.5%
{first name}.{last name}	john.doe@oneascent.com	13%
{last name}{last name}	doedoe@oneascent.com	13%
{first initial}.{last name}	j.doe@oneascent.com	8.7%
{first name}{last name}	johndoe@oneascent.com	8.7%

About 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.

OneAscent revenue & valuation

Annual revenue	$1,711,100
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$5,500,000
Total funding	No funding