Who we are
MyVest powers tomorrow’s wealth management firms, today. Driven by a vision for client-centric advice, we are a pioneer in enabling firms and advisors to deliver personalized portfolios at scale. A subsidiary of TIAA, we are headquartered in San Francisco.
MyVest serves broker-dealers, banks, RIAs, and service providers via a SaaS-based model. MyVest’s Strategic Portfolio System™ automates the entire process, from proposal, through model-based portfolio management, monitoring, tax-aware rebalancing, OMS, reporting & billing.
Who we work with
We work with wealth managers across the spectrum — from large sponsors consolidating a web of disparate legacy systems to startups launching brand new platforms.
Our partners
MyVest partners with leading data, technology, and service providers to offer integrated solutions to our customers and to expand the distribution of our platform.
Awards
We think our software and our people are pretty great. But don’t just take our word for it.
