OneAscent Financial Company Profile

Background

Overview

OneAscent Financial is a faith-driven financial services firm dedicated to empowering advisors and investors to align their financial strategies with their Christian values. Established in 2017 and headquartered in Birmingham, Alabama, the company offers a comprehensive suite of services, including financial planning, investment management, and philanthropic guidance. As of December 31, 2025, OneAscent Financial manages approximately $5.9 billion in assets, encompassing assets under management, assets under advisement, and assets under administration.

Mission and Vision

OneAscent's mission is to help stewards thrive in life and legacy by providing values-aligned financial solutions. The firm's vision is to create a community of empowered advisors and stewards who deploy faith-aligned guidance, investments, and giving to bring blessings to all and build up the body of Christ.

Industry Significance

Operating within the financial services industry, OneAscent Financial distinguishes itself by integrating Christian principles into its offerings, catering to a niche market of faith-driven investors and advisors seeking to align their financial practices with their beliefs.

Key Strategic Focus

Core Objectives

OneAscent Financial aims to:

Empower advisors to operate independently while integrating their faith into their business practices.

Provide investors with opportunities to align their financial decisions with their Christian values.

Foster a community of advisors and investors committed to making a positive impact through values-based financial strategies.

Areas of Specialization

The firm specializes in:

Values-aligned financial planning and investment management.

Philanthropic advisory services that facilitate Kingdom impact.

Providing a comprehensive platform for faith-driven financial advisors.

Key Technologies Utilized

OneAscent Financial employs a range of technologies to support its operations, including:

Client and advisor portals for streamlined communication and account management.

Investment management platforms for portfolio construction and monitoring.

Compliance and reporting tools to ensure regulatory adherence.

Primary Markets Targeted

The firm primarily serves:

Faith-driven financial advisors seeking independence and values-aligned solutions.

Individual and family investors desiring to align their financial strategies with their Christian beliefs.

Family offices and institutions aiming to integrate faith-based principles into their financial and philanthropic activities.

Financials and Funding

Funding History

Specific details regarding OneAscent Financial's funding history, including total funds raised and recent funding rounds, are not publicly disclosed.

Notable Investors

Information about individual investors or venture capital firms backing OneAscent Financial is not publicly available.

Utilization of Capital

While specific allocations are not detailed, the capital raised is likely utilized to:

Expand the firm's service offerings and technological infrastructure.

Support the growth and development of its advisor network.

Enhance marketing and outreach efforts to attract new clients and advisors.

Pipeline Development

Key Pipeline Candidates

As a financial services firm, OneAscent Financial's "pipeline" pertains to its service offerings and advisor partnerships rather than product development.

Stages of Development

The firm is continually developing and refining its services to meet the evolving needs of its clients and advisors.

Target Conditions

OneAscent Financial focuses on:

Providing comprehensive financial solutions that integrate faith-based principles.

Offering investment opportunities that align with Christian values.

Supporting philanthropic initiatives that have a positive impact on communities.

Anticipated Milestones

The firm aims to:

Expand its advisor network to include more faith-driven professionals.

Launch new values-aligned investment products and services.

Increase assets under management and advisement.

Technological Platform and Innovation

Proprietary Technologies

OneAscent Financial utilizes proprietary platforms to:

Facilitate seamless communication between advisors and clients.

Provide real-time portfolio monitoring and reporting.

Ensure compliance with regulatory standards.

Significant Scientific Methods

The firm employs data-driven investment strategies, integrating financial analysis with faith-based criteria to construct portfolios that align with clients' values.

AI-Driven Capabilities

While specific AI applications are not detailed, the firm likely employs advanced analytics and machine learning algorithms to enhance investment decision-making and risk management.

Leadership Team

Executive Profiles

Harry Pearson: Co-Founder and CEO. Harry began his career in financial services at one of the nation's largest firms. In his thirteenth year, he attended a Kingdom Advisors Conference, where he felt called to integrate a biblical worldview into his financial advising. This led to the founding of OneAscent Financial.

Rob Grubb: Co-Founder, COO, and President of Financial Services. Rob has been instrumental in expanding OneAscent's platform offerings and advisor partnerships, focusing on empowering advisors to operate independently while integrating their faith into their business practices.

Key Contributions

The leadership team has been pivotal in: