Who we are

A financial technology 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:

The Strategic Portfolio System™
Middle Office Operations
Professional Services

News

MyVest is Proud to Take the Equal Pay Pledge

Did you know that in the US, women earn about 76 cents per dollar earned by men? Not at MyVest! [...]

Has the Fiduciary Rule Already Done Some Good?

Originally published in FTF News | February 22, 2017 | By Eugene Grygo MyVest's CEO Anton Honikman was interviewed by FTF [...]

2016 Year in Review: A New Era

2016 marked the beginning of a new era at MyVest. It's been an extraordinary year of unparalleled growth, and we [...]

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.