Founded in 2001, MyVest is a technology company that provides a holistic wealth management platform for financial enterprises, such as banks, broker-dealers, and asset managers. Their core offering, the Strategic Portfolio System™ (SPS), is a single, unified platform that enables personalized portfolio management at scale, including capabilities for unified managed accounts (UMAs), household-level rebalancing, tax management, and performance reporting. The company's mission is to secure the financial future of more families by enabling their advisors with advanced technology. In 2016, MyVest was acquired by TIAA (Teachers Insurance and Annuity Association of America) and now operates as a wholly-owned subsidiary, continuing to power digital wealth management solutions.

Founded in

United States