MyVest
MyVest is a San Francisco-based enterprise wealth-management technology company and TIAA subsidiary that sells the cloud-based Strategic Portfolio System (SPS) SaaS platform — automating portfolio management, tax-aware rebalancing, OMS, compliance, reporting, and billing — to broker-dealers, banks, large RIAs, and wealth-management service providers.
- Company typePrivate
- Founded2000
- HeadquartersSan Francisco, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What MyVest does
MyVest Corporation is a San Francisco-based enterprise wealth-management technology company founded in 2000 and operating as a wholly-owned subsidiary of TIAA since 2016. The company sells its Strategic Portfolio System (SPS), a cloud-based SaaS platform that automates the full investment lifecycle — proposal and IPS generation, strategy and model management, tax-aware rebalancing, order management, monitoring and alerts, compliance, performance reporting, billing, and a cloud Data Mart — for broker-dealers, banks, large registered investment advisors, and wealth-management service providers. The platform is modular, with roughly a dozen integrated components (including UMA capabilities with householding and a fully integrated billing engine) that allow enterprise clients to run multiple managed-account programs (SMA, UMA, Rep-as-PM, bank trust) on a single unified instance.
Underlying technology centers on an algorithmic tax-optimization engine that combines rebalancing and tax management into a single coordinated nightly process — covering dynamic asset location, proactive tax-loss harvesting, best-tax-lot selection, and risk-aware gain deferral. The platform exposes open APIs for integration with custodians, data providers (Morningstar, ICE, Northfield), identity (Okta), and a growing partner ecosystem that now includes Alphathena (AI direct indexing), bondIT (fixed income), InvestSuite (custom model building), and Income Discovery (retirement income). The platform holds SOC 2 Type 2, GDPR, and CCPA certifications.
MyVest monetizes primarily through enterprise SaaS subscriptions, supplemented by professional services (integration, feature development, custom reporting, customer success) and tech-driven middle-office managed services (data management, reconciliation, corporate actions). Pricing is not publicly disclosed. The company runs an enterprise field-sales motion anchored by its TIAA parent relationship and marquee customers including Empower Personal Wealth (formerly Personal Capital), with additional offices in Austin and Philadelphia supporting delivery across the U.S. market.
MyVest firmographics
Firmographics- Name
- MyVest
- Legal name
- MyVest Corporation
- Website
- https://myvest.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- MyVest is a San Francisco-based enterprise wealth-management technology company and TIAA subsidiary that sells the cloud-based Strategic Portfolio System (SPS) SaaS platform — automating portfolio management, tax-aware rebalancing, OMS, compliance, reporting, and billing — to broker-dealers, banks, large RIAs, and wealth-management service providers.
- Ownership category
- akta.pro rank
MyVest industry classification
Industry- Product category
- Wealth Management Software
- NAICS
- Portfolio Management and Investment Advice (52394), Computer Systems Design and Related Services (54151)
- SIC
- Investment Advice (6282), Services-Computer Programming, Data Processing, Etc. (7370)
- akta.pro primary industry
- Managed Accounts & Model Portfolios (SMA/UMA) (FSAAAAAG)
Keywords
Where MyVest is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
MyVest business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Infrastructure, Operations
Revenue model
- SaaS Enterprise Platform Subscription: MyVest serves broker-dealers, banks, RIAs, and service providers via a SaaS-based model. The Strategic Portfolio System (SPS) automates the entire process from proposal through model-based portfolio management, monitoring, tax-aware rebalancing, OMS, reporting & billing.
- Professional Services: Strategic consultation services including system integration, feature development, custom reporting, and customer success
- Middle Office Operations Services: Tech-driven middle office services including data management, reconciliation, and corporate actions
Go-to-market motion1 record
Distribution channels2 records
Marketing channels7 records
MyVest product offering
Product offeringCore offering
MyVest develops and licenses the Strategic Portfolio System (SPS), a cloud-based enterprise SaaS platform that automates the full wealth management investment lifecycle—from proposals and onboarding through model-based portfolio management, tax-aware rebalancing, order management, compliance, performance reporting, and billing—for broker-dealers, banks, RIAs, and service providers. The company complements the platform with tech-driven middle-office operations services and professional services for system integration, custom reporting, and customer success.
Product overview
MyVest offers a single unified SaaS-based platform called the Strategic Portfolio System (SPS) for enterprise wealth management. The platform automates the entire investment process from proposal generation through model-based portfolio management, monitoring, tax-aware rebalancing, order management system (OMS), reporting, and billing. MyVest serves broker-dealers, banks, RIAs, and service providers. The core SPS platform consists of multiple integrated modules including Strategy & Model Management, Tax-Aware Rebalancing, Order Management System, Monitoring & Alerts, Compliance, Proposal Generation, Performance Measurement & Reporting, Advisor Portal, Billing Engine, and Data Mart & Reporting. The Portfolio Management Suite provides modular access to individual SPS components. Professional Services include system integration, feature development, custom reporting, and customer success. The platform supports multiple managed account program types including SMA, UMA, Rep-as-PM, and bank trust, enabling firms to serve multiple channels and client segments on a single unified system.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategic Portfolio System (SPS)
- Middle Office Operations Services
- Professional Services
Quantifiable outcome
- Advisors gain more control and certainty over tax management decisions, enabling systematic processes that achieve tax alpha more often
- +2 more outcomes
Companies that use MyVest
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
MyVest technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
AI capability2 records
Feature11 records
MyVest partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and strategic.
- bondITcoreStrategic partnership to deliver personalized, tax-efficient fixed income portfolio solutions and trading. The integrated solution provides automated portfolio optimization, tailored trade proposals based on real-time market conditions, streamlined order routing, and access to live liquidity across multiple market sources. Includes municipal, corporate, and government bond ladder capabilities.
- AlphathenacorePartnership integrates Alphathena's AI-powered personalized direct indexing platform with MyVest's SPS. Enables wealth managers to design and implement customized direct indexing strategies reflecting unique goals and values of each investor. Combined offering includes tax-loss harvesting, values-based investing, and white-labeled solutions.
- InvestSuitecorePartnership to add custom model building tools to SPS, enabling wealth firms to design and offer their own custom model portfolios including direct indexing capabilities.
- Income DiscoverycorePartnership enables personalized, tax-smart withdrawals for retirement income. The integrated solution provides advisors with a clear view into household finances, tax-optimized planning features for systematic withdrawal recommendations, and ability to execute those withdrawals through tax-efficient trade order generation.
- F2 StrategystrategicResearch partnership to produce the Discretionary Portfolio Management (DPM) research paper titled 'Control vs. Customization in Wealth Management: Advisor Discretion Doesn't Have to be a Zero-Sum Game'. Joint thought leadership initiative.
Scale indicators6 records
Recent moves8 records
Expansion highlights6 records
MyVest competitors and assessment
Company assessmentDirect peers
- Envestnet: Large enterprise wealth management platform offering unified managed account programs, advisor workstations, and analytics. Directly overlaps MyVest's SPS in serving broker-dealers and large RIAs with rebalancing, OMS, model marketplaces, and practice-management tooling.
- Orion Advisor Technology: Provides portfolio management, rebalancing, performance reporting, and billing for RIAs and broker-dealers. Competes head-to-head with SPS for enterprise wealth platform RFPs, with similar focus on householding and tax overlays.
- Addepar: Enterprise wealth management and analytics platform serving large RIAs, family offices, and private banks with portfolio modeling, reporting, and householding. Competes for similar enterprise clients and emphasizes data aggregation plus custom modeling.
Broad incumbents
- Morningstar Advisor Workstation: Broad incumbent offering portfolio analytics, research, and advisor workstations; overlaps with MyVest's research and reporting modules and competes indirectly through Morningstar's enterprise wealth stack and data feeds cited as a MyVest partner.
- BlackRock (Aladdin / iCapital-style wealth offerings): Diversified asset manager expanding into enterprise wealth technology through Aladdin and adjacent offerings; competes for large-enterprise RIA and bank mandates and invests heavily in portfolio analytics at scale.
Emerging players
- AdvisorEngine: Wealth management platform serving RIAs and broker-dealers with portfolio management, rebalancing, and CRM-style functionality. Overlaps with SPS in mid-market wealthtech deals focused on RIA automation.
- SMArtX Advisory Technologies: Cloud-native UMA/SMA managed account technology platform for advisors and home offices. Direct overlap in UMA program design and tax-aware rebalancing for the wealth management channel.
- Fincentric (formerly Techfi / InvestOne): Wealth management technology provider serving broker-dealers and custodians with portfolio management, reporting, and rebalancing. Comparable enterprise customer base and product scope to SPS.
- iCapital: Platform that brings alternative investment access and portfolio management technology to wealth managers. Adjacent overlap with MyVest's enterprise wealth platform positioning, particularly for model portfolio and UMA workflows.
Others
- InvestEdge: Wealth management technology vendor offering portfolio management, performance reporting, and billing for trust and wealth managers. Competes with SPS modules and is referenced in the same enterprise wealthtech RFP landscapes.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks5 records
Key highlights7 records
Customer concentration
MyVest social profiles
Digital presenceMyVest compliance and trust
Trust signalCompliance3 records
MyVest financial estimates
Financial estimateRevenue estimate
Valuation estimate
MyVest leadership team
Management profileNumber of profiles
Profiles5 records
MyVest funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
MyVest M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about MyVest
What does MyVest do?
MyVest develops and licenses the Strategic Portfolio System (SPS), a cloud-based enterprise SaaS platform that automates the full wealth management investment lifecycle—from proposals and onboarding through model-based portfolio management, tax-aware rebalancing, order management, compliance, performance reporting, and billing—for broker-dealers, banks, RIAs, and service providers. The company complements the platform with tech-driven middle-office operations services and professional services for system integration, custom reporting, and customer success.
Is MyVest a public or private company?
MyVest is a private company. It is classified as corporate owned and is currently operating.
When was MyVest founded?
MyVest was founded in 2000. It employs 51 to 100 people.
Where is MyVest based?
MyVest is headquartered in San Francisco, United States, in the North America region.
How does MyVest make money?
Three revenue lines are on record. SaaS Enterprise Platform Subscription is the primary driver. The others are professional Services and middle Office Operations Services.
Who are MyVest's main competitors?
Direct peers on record are Envestnet, Orion Advisor Technology and Addepar. Broad incumbents are Morningstar Advisor Workstation and BlackRock (Aladdin / iCapital-style wealth offerings). Emerging players are AdvisorEngine, SMArtX Advisory Technologies, Fincentric (formerly Techfi / InvestOne) and iCapital. InvestEdge is listed as an others.
Does MyVest have an API?
Yes. MyVest offers a robust suite of APIs that makes it easy to integrate with other systems essential to client success. The platform supports API-driven flexibility, enabling firms to embed capabilities into proprietary applications. The Alphathena partnership specifically mentions API-driven flexibility for embedding capabilities.
What industry is MyVest in?
MyVest's product category is Wealth Management Software. Its primary akta.pro industry code is FSAAAAAG, Managed Accounts & Model Portfolios (SMA/UMA). Its NAICS code is 52394 and its SIC code is 6282.