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

News

Robo Advice: Revenge of the Incumbents [IN|VEST SlideShare]

MyVest CEO Anton Honikman co-hosted a presentation with Aite Group’s Wealth Management Research Director Alois Pirker entitled "Robo Advice: Revenge [...]

Benchmarking Managed Accounts Against Participant Goals

Originally published on PLANADVISER.com | By Lee Barney | July 27, 2017 Some industry experts believe managed account performance should not be [...]

Highlights from the Premiere Digital Wealth Conference, IN|VEST 2017

We've been sponsoring IN|VEST since its inception, and last week's event in NYC was the best yet. Here's a round-up [...]

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.