MyVest builds enterprise wealth management technology for the digital age. Driven by a vision for client-centric advice, we empower firms to deliver personalized portfolios at scale. A subsidiary of TIAA since 2016, we are headquartered in San Francisco.

MyVest serves broker-dealers, banks, RIAs, and service providers through a SaaS-based delivery model. MyVest's Strategic Portfolio System™ (SPS) is a cloud-based enterprise platform that enables holistic wealth management across the enterprise in a single unified system. SPS automates the entire portfolio process, from client proposals and onboarding, through model-based portfolio management, monitoring & tax-aware rebalancing, order management, to performance reporting & billing. The platform is integrated with multiple custodians, trading hubs, pricing sources, and data providers.