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:

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

The Rise of Personalization in Digital Wealth

By Anton Honikman, MyVest CEO To date, the digital wealth movement has targeted scale through simplified off-the-shelf investment offerings and [...]

DOL Fiduciary Rule Decision: A Win for the Client-Centric Advisor

Labor Secretary Alexander Acosta announced in a recent Wall Street Journal op-ed (and official memo) that the DOL Fiduciary Rule will [...]

CEO Anton Honikman’s Interview from Floor of NYSE

MyVest CEO Anton Honikman was interviewed live on the floor of the New York Stock Exchange by online news network [...]

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.