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Company 2018-06-12T22:22:20+00:00

Who we are

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. Headquartered in San Francisco, we operate as an autonomous subsidiary of TIAA.

Meet our team

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.

News

Highlights from IN|VEST 2018

Another year, another great IN|VEST. The conference is in its fourth year, and word is definitely out that it's one [...]

[FundFire] Wealth Firms to Prioritize Tapping Client Data: Tech CEO

Originally published on FundFire | By Danielle Verbrigghe | June 13, 2018 MyVest CEO Anton Honikman was interviewed by FundFire's Danielle Verbrigghe [...]

MyVest Launches Next Generation Portfolio Management Suite

No longer one size fits all, enhanced overlay portfolio management engine now available as a module SAN FRANCISCO – May [...]

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.