About MyVest
MyVest is a Technology company based in San Francisco (United States) founded in 2001, and was acquired by TIAA in June 2016. Wealth management platform provided for financial institutions. The company has 116 employees. Its chief executive, as recorded, is Anton Honikman. MyVest offers products and services including Strategic Portfolio System and Discretionary Portfolio Management. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its legal entity is MYVEST CORPORATION. Its competitors include GAIN Capital, ION Group and Capitolis; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters San Francisco, United States
- Employees 116
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website myvest.com
- Social LinkedIn X
- Acquired by TIAA (Jun 2016)
- Legal Name Myvest Corporation
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.
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 | 1918 | tiaa.org | New York, United States |
Investor details for MyVest
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People of MyVest
70 people are tracked at MyVest (24 in leadership, 3 in board & advisors, 43 in team); the tracked headcount is 116.
| Name | Role | Group |
|---|---|---|
Anton Honikman | CEO | Leadership |
Arlene Pons | CTO | Leadership |
Jenn Hartmann | VP of People & Culture | Leadership |
Joel Derstine | VP Customer Success | Leadership |
Rob Goppold | Director, Customer Success | Leadership |
Justin Kikuchi | Senior Director of Product Management | Leadership |
David Costain | Director of Product Management | Leadership |
Cheryl Noriye | VP of Customer Operations & Support | Leadership |
Nasser Mortazavi | Customer Success Director | Leadership |
Jill Spence | Director Marketing Communications | Leadership |
Maria Pfeiffer | Product Management Director | Leadership |
Joanne Pons | VP of Engineering | Leadership |
Joe Freund | Senior Director, Platform Engineering | Leadership |
Danniela Gilliom, PHR | Director, People & Culture | Leadership |
Paul DSa | Director, Engineering | Leadership |
Mike Stanley | CFO | Leadership |
Charlie Haims | VP of Marketing | Leadership |
Brian Marchiel | VP of Product Management | Leadership |
Mark Worsey | COO | Leadership |
Josh Moats | Chief Information Officer | Leadership |
50 more people are available in the full profile.
Complete people profiles for MyVest
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Timeline of MyVest
2 dated milestones of MyVest across 15 years, from founding to its latest funding, stage changes and deals.
- Founded MyVest is founded.
- Exit Acquired by TIAA.
Competitors of MyVest
MyVest has 3 listed competitors in our database, 3 of them funded. They include GAIN Capital, ION Group and Capitolis.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| iongroup.com | 1998 | New York, United States | $400M | 988 | Treasury management solutions are provided for financial institutions and banks. | |
| capitolis.com | 2016 | New York, United States | $478.46M | 62 | Trade management solutions are provided for investors in capital markets. |
Detailed competitors of MyVest
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Web traffic of MyVest
The website of MyVest (myvest.com) receives about 3.3K visits a month.
- Monthly visits3.3K
▲ 24.4% vs previous month
Websites whose visitors overlap most with MyVest. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| investopedia.com | 100% | 15.5M | #4,310 | View details | |
blogtalkradio.com | blogtalkradio.com | 96% | #1,243,625 | – | |
| personalcapital.com | 69% | 721.6K | #74,707 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as MyVest (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Myvest
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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 CEO of MyVest, as recorded in our data.
MyVest has 116 employees.
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, ION Group and GAIN Capital.
MyVest offers Strategic Portfolio System and Discretionary Portfolio Management.
MyVest has 1 investor. Key investors include TIAA.
MyVest operates through Myvest Corporation.
Yes. MyVest was acquired by TIAA in June 2016.