Who we are

A fintech pioneer headquartered in the heart of San Francisco, MyVest combines best practices in wealth management with best-in-class technology.

Inspired by the future, rooted in a solid foundation.

Meet our team

What we do

Our top engineering talent has created a scalable, configurable enterprise platform built to foster client-centric wealth management throughout your organization. Our full suite of services includes:

Single unified system coordinating delivery of wealth management across your organization:

  • Highly configurable, role-based
  • Multiple advisory solutions on a single platform
  • Multi-custodial
  • RESTful web services
  • Modern investor portal

Full list of platform features

Digital middle office suite for dramatically increased efficiency and scale:

  • Highly automated process
  • Consumer-grade UI
  • Integration with SPS
  • Trade & position reconciliation
  • Corporate action processing
  • Performance reporting
  • Billing
  • In-house or outsource
Our Professional Services team works with you every step of the way:

  • Configuration to your workflows
  • Integration with existing systems
  • New feature development
  • Data integration for business insights
  • Strategic consultation


Enterprise Wealth Management with MyVest: Successful Business with a Human Touch

Following is an excerpt from Vasyl Soloshchuk's profile of MyVest for WealthTech Club, in which he covered our product offering, [...]

Demographic Shifts Push Advisory Firms to Rethink Tech Strategies

Believe it or not, it's possible for firms with advisers spanning different generations to use technology to serve clients holistically [...]

Diversity in Fintech Matters

Originally published on Financial Advisor | By Heidi P. Werner | February 7, 2018 Diversity at financial technology companies not [...]

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.

In fact, we power both the fastest-growing UMA program and one of today’s leading digital wealth innovators.

Our partners

MyVest partners with leading data, technology, and service providers to offer integrated solutions to our customers and to expand the distribution of MyVest’s platform.