About MyVest
MyVest is a company based in San Francisco (United States) founded in 2001 was acquired by TIAA in June 2016. The company has 116 employees as of December 31, 2022. MyVest offers products and services including Strategic Portfolio System and Discretionary Portfolio Management. MyVest operates in a competitive market with competitors including GAIN Capital, ION Group, Capitolis, SunGard and Nasdaq Private Market, among others.
- Headquarter San Francisco, United States
- Employees 116 as on 31 Dec, 2022
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Myvest Corporation
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of MyVest
MyVest offers a comprehensive portfolio of products and services, including Strategic Portfolio System and Discretionary Portfolio Management.
Platform for holistic enterprise wealth management and asset oversight.
System for advisor-led portfolio management in financial contexts.
People of MyVest
Unlock access to complete
Unlock access to complete
Funding Insights of MyVest
Detailed funding history for MyVest
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
Investors in MyVest
MyVest has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include TIAA.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Provider of retirement planning, investment, and wealth management services
|
Locked | Locked | Locked |
Investor details for MyVest
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by MyVest
Investment portfolio details for MyVest
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - MyVest
Detailed financials for MyVest
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Myvest Comparisons
Peer comparison for MyVest
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of MyVest
MyVest operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as GAIN Capital, ION Group, Capitolis, SunGard and Nasdaq Private Market, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
White-label front-end trading solutions for capital markets are provided.
|
|
| Locked | Locked | Locked |
Treasury management solutions are provided for financial institutions and banks.
|
|
| Locked | Locked | Locked |
Trade management solutions are provided for investors in capital markets.
|
|
| Locked | Locked | Locked |
Enterprise Software
|
|
| Locked | Locked | Locked |
White-labelled software for private market investments is provided to organizations.
|
|
| Locked | Locked | Locked |
Software suite offered to investment professionals for structured product access.
|
Detailed competitors of MyVest
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Myvest
Complete news archive for MyVest
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about MyVest
MyVest was founded in 2001.
MyVest is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Anton Honikman is the current CEO of MyVest.
As of Dec 31, 2022, the latest employee count at MyVest is 116.
MyVest was founded in 2001 in San Francisco, United States, and operates in the fintech sector. A digital wealth management platform is offered to institutions including broker-dealers, banks, and registered investment advisors. The Strategic Portfolio System is included, supporting strategy and model management, client onboarding, tax-aware rebalancing, order management, compliance monitoring, and reporting functions. Services are utilized by various financial service providers.
MyVest's top competitors include Capitolis, Halo Investing and M-DAQ.
MyVest offers Strategic Portfolio System and Discretionary Portfolio Management.
MyVest has 1 investor. Key investors include TIAA.