ETF Growth OneAscent recently launched the OneAscent Small Cap Core ETF, a value-screened core exposure. This product can be positioned with advisor networks looking for core small-cap allocations that align with values-based investing. Target wholesale channels and RIAs to scale assets through ETF-based solutions.

Values Edge The portfolio approach centers on values-based investing and mission-driven stewardship. This differentiator can help win faith-based, impact-oriented clients, and provides cross-sell opportunities across OneAscent Wealth Management, Financial Services, Investment Solutions, and Family Office services.

Multi-Entity Platform OAWM, OAFS, OAIS, OAC, and OAFO represent a regulated, multi-entity model that can simplify onboarding for advisors serving multiple client segments. Use this structure in conversations with independent advisors and regional broker-dealers seeking a compliant, scalable platform to grow an advisory practice.

UHNW Upsell OneAscent Family Office offers a path to consolidate life-planning and legacy services for high-net-worth stewards. This creates cross-sell opportunities to attract and retain UHNW clients through bundled wealth management, investment solutions, and family-office services.

Marketing Engine The tech stack includes marketing and security tools such as Mailchimp and web optimization capabilities that support scalable outreach. Leverage these to run co-branded campaigns, nurture sequences, and event-driven promotions to accelerate conversion among advisor and investor prospects.