Oliv AI - Your Sales Companion vs Onesta.ai

Oliv AI deploys purpose-built agents across your revenue org to prep meetings, record calls, score deals, update CRM fields, and flag pipeline risks. Agents like Meeting Assistant, CRM Manager, Forecaster, and Deal Driver run continuously on your calendar, email, dialer, and CRM data instead of waiting for a rep to click a button.

Conversation intelligence tools like Gong record and analyze calls but leave reps to act on the insights manually. Oliv positions its agents as owners of specific workflows: auto-applying CRM updates from calls, enforcing methodology scorecards, and sending weekly pipeline alerts to managers. You can also keep your existing recorder (Gong, Fireflies, Fathom) and add Oliv insight packs on top.

Sales leaders, account executives, and revenue operations teams at B2B companies use Oliv to cut admin time and standardize deal reviews. Pricing starts at $19 per user per month for the notetaker and $29 per user per month for insight packs, with a 14-day team trial and free migration from competing tools.

Onesta.ai points to Onesta Finance, a research platform for finding and vetting SEC-registered financial advisors in the United States. Investors can browse a searchable advisor database, chat with the OnestaBot finance assistant, read client reviews, pull Form ADV registration details, and message advisors without handing over contact info upfront.

Most advisor directories list names and bios. Onesta ingests SEC registration data for every registered advisor, surfaces legal action history, and built a review collection push after advisor marketing rules changed in November 2022. Its matchmaking flow pairs investors with a consultant, screens 425,905 advisors using 200+ data points per profile, and keeps the investor anonymous so firms cannot spam them.

Individual investors use it to compare fee-only, fiduciary, CFA, CPA, and retirement-focused advisors before hiring someone. Financial advisors claim free profiles to add filterable specialties, show up in Google results, and receive inbound leads from investors already searching the database.