Oneascent Holdings Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Oneascent Holdings

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Oneascent Holdings Fast Facts

Revenue	$10 - $100 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	23 Inverness Center Parkway Birmingham, AL 35242

Note: Revenues for privately held companies are statistical evaluations.


Oneascent Holdings's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Oneascent Holdings's annual revenues are $10 - $100 million (see exact revenue data)
• What industry is the company in?
  • Oneascent Holdings is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Oneascent Holdings Annual Revenue and Growth Rate

Oneascent Holdings	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$10 - $100 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Oneascent Holdings's revenues are gauged from an analysis of company filings.

Oneascent Holdings's Income Statement (based on Industry Averages)

Oneascent Holdings P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Investor Activity

Oneascent Holdings has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date	Investors	Percent Raised	Target Size
May 5, 2021	0	N/A	$0 MM
Complete list of funding rounds and total amounts in the Company Report

Trademark Applications

Trademark applications show the products and services that Oneascent Holdings is developing and marketing. Oneascent Holdings doesn't have any recent trademark applications, indicating Oneascent Holdings is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
FAITH DRIVEN INVESTOR Capital investment consulting; Consultancy of capital investment; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Insurance consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of securities portfolios; Management of portfolios of transferable securities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services	01/10/2022
FAITH DRIVEN ADVISOR Capital investment consulting; Consultancy of capital investment; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Insurance consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of securities portfolios; Management of portfolios of transferable securities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services	01/10/2022
FAITH BASED ADVISOR Capital investment consulting; Consultancy of capital investment; Financial administration of retirement plans; Financial advice; Financial advisory and consultancy services; Financial advisory and consultancy services, namely, the creation of personalized strategies to achieve financial independence; Financial affairs and monetary affairs, namely, financial information, management and analysis services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial asset management; Financial consultation; Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning; Financial investment brokerage; Financial investment brokerage services; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio analysis services; Financial portfolio management; Financial retirement plan consulting services; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, assisting others with the completion of financial transactions for stocks, bonds, securities and equities; Financial services, namely, coordination, within a single account, of an investment portfolio's maintenance, trading, rebalancing, and tax management needs; Financial services, namely, investment advice, investment management, investment consultation and investment of funds for others, including private and public equity and debt investment services; Financial services, namely, life insurance settlement services; Financial services, namely, wealth management services; Financial services, namely, providing an investment option available for variable annuity and variable life insurance products; Fund investment consultation; Insurance consultancy; Investment consultation; Investment management; Investment services, namely, asset acquisition, consultation, development and management services; Management of a capital investment fund; Management of portfolios comprising securities; Management of securities portfolios; Management of portfolios of transferable securities; Providing financial services with respect to securities and other financial instruments and products, namely, money management services; Providing financial services with respect to securities and other financial instruments and products, namely, trading of and investments in securities and financial instruments and products for others; Providing information in the field of employee financial benefit plans; Providing information in the field of employee financial benefit plans and administration of employee financial benefit plans for clients via the Internet; Strategic financial advisory services	01/10/2022

See all trademarks and details in the Full Report.

Market Share of Oneascent Holdings's Largest Competitors

A competitive analysis shows these companies are in the same general field as Oneascent Holdings, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Oneascent Holdings. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
HARBERT MANAGEMENT	Birmingham, AL	100
JEMISON INVESTMENT	Birmingham, AL	75
NCP CAPCO DEVELOPMENT	Birmingham, AL	41
RFG ADVISORY	Vestavia Hills, AL	34
NBC SECURITIES	Birmingham, AL	29
ONEASCENT HOLDINGS	Birmingham, AL	29

Other Companies at 23 Inverness Center Parkway, Birmingham AL

Company	Headquarters	Revenue ($ MM)
ONEASCENT WEALTH MANAGEMENT	Birmingham, AL	100
PEARSON & ASSOCIATES	Birmingham, AL	96
ONEASCENT FINANCIAL SERVICES	Birmingham, AL	0

Future Competition: Oneascent Holdings's Fastest Growing Competitors

These companies are in the same general field as Oneascent Holdings and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)