MyVest

MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, they empower firms to deliver personalised portfolios at scale.

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Products and services

The company's cloud-based platform provides client-centric wealth management across the entire enterprise in a single, unified system facilitating advisors to offer more personalised services to investors, enabling financial institutions to grow scale and margins.

MyVest, Sipfamily office software, portfolio management software, consolidated reporting software

Category

Portfolio Management

Country

United States of America

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About the business

MyVest is a developer of holistic wealth management software. A subsidiary of TIAA since 2016, and headquartered in San Francisco with offices in Austin and Philadelphia.

History

Founded in 2001 by Bill Harris, Chuck Lewis, and Steve Warren.

About the owners and the team

The company is led by the CEO, Anton Honikman.

Simple solutions for complex times.