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

Streamline your operations with our integrated approach:

  • Trade & position reconciliation
  • Corporate action processing
  • Billing
  • Performance reporting
  • Client support
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


17 Key Insights on the Future of Digital Engagement

We were honored to host the “New Rules of Engagement: The Digital Service Model” session at the 2017 MMI Annual [...]

Benzinga FinTech Summit Recap: Town Hall Panel and People’s Choice Award

The fast-paced agenda and energetic crowd made the recent Benzinga FinTech Summit in San Francisco one for the books. Benzinga did [...]

MyVest Wins “Best Tech Manager” Award Two Years in a Row

Congratulations to Brian Marchiel, San Francisco's Best Tech Manager at the 2017 TIMMY Awards! Brian Marchiel with his 2017 [...]

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.