eVestment vs MyFO

You are looking for alternatives to eVestment. Here you can compare the best Investment Management Software and other family office technologies based on our annual benchmark and comparison surveys.

eVestment

Data Aggregation

eVestment is a global provider of institutional investment data intelligence and analytic solutions. eVestment delivers extensive data through robust, user-friendly products, with an unparalleled commitment to client service.

MyFO

Consolidated Reporting

MyFO delivers the most advanced family office experience, seamlessly combining efficiency with secure, centralized tools to transform wealth management. Specifically designed for family offices and advisors, MyFO consolidates essential financial data and provides customized workflows, empowering families to manage, grow, and protect their assets with ease and confidence—all within one intuitive hub.

History

eVestment was founded in 2000 by Heath Wilson, Jim Minnick and Matt Crisp and is based in Atlanta with offices in New York, London, Sydney and Hong Kong and regional sales offices in Boston, Seattle, Raleigh, Chicago and Toronto.

About the owners and the team

With its headquarters in Atlanta, Georgia (USA), eVestment is run by a large team of over 5000 employees, with Jim Minnick as CEO of the company.

Employees

Revenue

Founded

Ownership

Incorporated

Locations

Top 5 Markets

Total AUM

Avg. AUM per client

11-50

2019

Canada

Canada
United States of America

Clients are also owners
Owned by management
External investors (neither clients nor staff)
Key staff also have ownership

Client

Focus

Secondary focus

Number of clients:

Single family offices

Individual wealth owners
Single family offices
Multi-family offices
Investment & Financial Advisors (RIAs/IFAs)
Banks

20 IWO
15 SFO
3 MFO

Product

Main tasks

Top features

Assets supported

Compliance

Whitelabel

18a

Data Aggregation
Consolidated Reporting
Investing technology
Technology provider
Portfolio Management

AI Powered
Consolidated View
Digital Excellence
Proven Agility
Transparency

Alternatives
Art & Collectibles
Bankable or Financial Assets & Funds
Cash & Equivalents
Commodities
Cryptocurrency
Digital Assets & Crypto Currency Direct Private Equity
Equities, Fixed Income
Gold & Precious Metals
Lifestyle Assets & Rare Collectibles
Music Royalty
Private Debt
Residential
Developing Markets
Commercial
Real Estate
REITS
Venture Capital
Insurance

GDPR

Technology

Type Of Software

Security

Ecosystem

Integrations

Mobile App

SAAS

Custom

N/A

Yes

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