Open main menu
How does it work?
Your AI Co-Pilot for Financial Planning
Onesta builds AI assistants to supercharge your financial advisory practice.
free account today
Sign up with
No credit card required
Find an AI Financial Tool you'll actually use.
Build a personalized plan in half the time.
Try Financial Assistant
Chat with an expert in SEC compliance.
Start Compliance Chat
Generate personalized responses in a few clicks.
Try Client Responses
Boost your firm.
Start using Onesta today.
Signup for a 14 day free trial and say hello to a new way of working.