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
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- 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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for holistic enterprise wealth management and asset oversight.
System for advisor-led portfolio management in financial contexts.
Unlock access to complete
Unlock access to complete
Funding Insights of MyVest
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in MyVest
MyVest has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include TIAA. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Provider of retirement planning, investment, and wealth management services
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
Investments & Acquisitions by MyVest
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
Financial Statements - MyVest
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Myvest Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
White-label front-end trading solutions for capital markets are provided.
|
|
| domain | founded_year | HQ Location |
Treasury management solutions are provided for financial institutions and banks.
|
|
| domain | founded_year | HQ Location |
Trade management solutions are provided for investors in capital markets.
|
|
| domain | founded_year | HQ Location |
Enterprise Software
|
|
| domain | founded_year | HQ Location |
White-labelled software for private market investments is provided to organizations.
|
|
| domain | founded_year | HQ Location |
Software suite offered to investment professionals for structured product access.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Frequently Asked Questions about MyVest
When was MyVest founded?
MyVest was founded in 2001.
Where is MyVest located?
MyVest is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Who is the current CEO of MyVest?
Anton Honikman is the current CEO of MyVest.
How many employees does MyVest have?
As of Dec 31, 2022, the latest employee count at MyVest is 116.
What does MyVest do?
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.
Who are the top competitors of MyVest?
MyVest's top competitors include Capitolis, Halo Investing and M-DAQ.
What products or services does MyVest offer?
MyVest offers Strategic Portfolio System and Discretionary Portfolio Management.
Who are MyVest's investors?
MyVest has 1 investor. Key investors include TIAA.