MyVest is an enterprise wealth management technology provider that designs software to help financial institutions deliver personalized portfolios at scale. MyVest focuses on equipping firms—including wealth managers, broker-dealers, banks, large RIAs, and service providers—with tools to automate and streamline the delivery of client-centric investment advice.
Headquartered in San Francisco, MyVest operates as an autonomous subsidiary of TIAA, a major financial services organization. Their solutions enable organizations to serve more clients efficiently while maintaining a high degree of customization in portfolio management, which is increasingly important in the digital age of financial advice.
How was MyVest started?
MyVest was founded by a group of financial technology and software development professionals, including Bill Harris, Chuck Lewis, and Steve Warren. The company is now led by a team with deep experience in technology and financial services, such as Anton Honikman (CEO), Mark Worsey (President & COO), and Arlene Pons (CTO). This leadership team reflects MyVest’s commitment to both innovation and operational excellence in financial technology. Learn more about their team and history.
Who uses MyVest?
MyVest’s technology is used by a variety of institutional clients seeking scalable, personalized portfolio management solutions. Their customer base includes:
- Personal Capital
- TIAA
- Wealth managers
- Broker-dealers
- Banks
- Large registered investment advisors (RIAs)
- Service providers
These clients leverage MyVest’s platform to automate investment management processes and deliver tailored advice to end investors.
What sets MyVest apart?
MyVest differentiates itself by focusing on the scalability of personalized portfolios—enabling large institutions to provide individualized investment strategies efficiently. Their platform integrates with existing workflows and aims to empower financial professionals to deliver advice that is both compliant and client-centric.
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