Myvest

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Portfolio Management

HQ

United States of America

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. A subsidiary of TIAA since 2016, we are headquartered in San Francisco with offices in Austin and Philadelphia.

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Chief Investment Officer

Multi Family Office in the US

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Portfolio Management

HQ

Switzerland

The Swiss all-in-one Wealth & Asset Management solution with an integrated portfolio management system including 100+ custodian automatic feeds for multi-asset consolidated reporting.

Addepar

Consolidated Reporting

HQ

United States of America

Addepar is a leading wealth management technology platform for connecting data, technology and people to manage wealth and achieve multigenerational family objectives

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Company Finder

MyVest

Category

Portfolio Management

HQ

United States of America