OneVest and Merit Financial Advisors Forge Strategic Partnership to Fuel Next-Gen Growth and Advisor Innovation

OneVest. (2026, March 5). OneVest and Merit Financial Advisors forge strategic partnership to fuel next-gen growth and advisor innovation. Newswire.ca. https://www.newswire.ca/news-releases/onevest-and-merit-financial-advisors-forge-strategic-partnership-to-fuel-next-gen-growth-and-advisor-innovation-875209734.html

• OneVest and Merit Financial Advisors announced a strategic partnership to facilitate Merit's goal of attracting and acquiring 15 advisory firms in 2026.

• The collaboration focuses on delivering an enterprise-resilient, unified operating model with an agile technological architecture designed to eliminate the manual labor burdens that often impact legacy wealth management firms.

• This partnership aims to streamline the onboarding of new teams through a unified workflow that reduces fragmentation during mergers and acquisitions.

• The platform merges complex multi-custodial, performance, and financial planning data into a single cohesive interface to improve client engagement.

• This alliance highlights the importance of technology in executing RIA rollup strategies.

Knote: One look at Farther and even the least imaginative realize that technology is a big factor in the growth of RIA rollup platforms. This is just Merit being smart and intentional around its growth goals this year after doubling assets last year.