OneSeven logo

OneSeven Employee Directory

Financial ServicesOhio, United States11-50 Employees

OneSeven is a financial services firm focused on wealth management, offering holistic and customized planning through independent financial advisors. The firm emphasizes understanding clients’ interests, long-term goals, and aspirations, serving as sounding boards to align money with what matters most to each individual.
Headquartered in Beachwood, Ohio, OneSeven operates as an SEC-registered investment advisor and positions itself within the wealth management industry by supporting advisors with opportunities and a client-centric, people-first approach. The organization serves relationships across a range of client needs, aiming to connect financial decisions to broader life objectives. Recent developments include partnerships and recognitions in 2026, reflecting ongoing collaboration with academic institutions and industry accolades that highlight its emphasis on advisor alignment and client service.

Find OneSeven employees' phone numbers or email addresses

OneSeven Global Highlights

Location
Employees

North America
50

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  • United States Of America
    50

Europe
4

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  • Italy
    2
  • Spain
    1
  • France
    1

OneSeven's Leadership

  • Stylized image of a person
    M. B.
    Chief Financial Officer
    Phone icon
  • Stylized image of a person
    R. G.
    Co-Founder
    Phone icon
  • Stylized image of a person
    K. A.
    Managing Director
    Phone icon
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
  • Stylized image of a person
    J. D.
    Bodyboarder Pro
    Phone icon

OneSeven Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Arts & Design
  • Business Development
  • Other
  • Community & Social Services
  • Analytics

Contact profiles from OneSeven

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. B.
    Chief Financial Officer
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    R. G.
    Co-Founder
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. A.
    Managing Director
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
    Jan 20, 2026
  • Stylized image of a person
    M. M.
    Financial Advisor
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    J. D.
    Bodyboarder Pro
    Phone icon
    FrancePoitou-Charentes
    Feb 06, 2024

Frequently Asked Questions

What is OneSeven known for?

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OneSeven was founded in 2016 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore OneSeven's company overview page for more information.

What is OneSeven's most common email format?

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OneSeven employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more OneSeven email formats with LeadIQ.

How many employees does OneSeven have currently?

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OneSeven has approximately 45 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are OneSeven's key employees and leadership?

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As of July 2026, OneSeven's key employees include:

  • Chief Financial Officer: M. B.
  • Co-Founder: R. G.
  • Managing Director: K. A.
  • Financial Advisor: M. M.
  • Financial Advisor: M. M.

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