MyVest Overview

  • Year Founded
  • 2001

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 123

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

MyVest General Information

Description

Developer of holistic wealth management software designed to empower firms to deliver personalized portfolios at scale. The company's cloud-based platform specializes in model management, tax-aware rebalancing, automated monitoring, investor portal, discretionary portfolio management, reporting tax management, thereby helping companies and financial institutions to grow scale and margins with the help of fully integrated ops and compliance, automated alerts of potential violations.

Contact Information

Website
www.myvest.com
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Corporation
Corporate Office
  • 275 Battery Street
  • 17th Floor
  • San Francisco, CA 94111
  • United States
+1 (415)
Primary Industry
Financial Software
Parent Company
TIAA-CREF Asset Management
Vertical(s)
SaaS
Corporate Office
  • 275 Battery Street
  • 17th Floor
  • San Francisco, CA 94111
  • United States
+1 (415)

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MyVest Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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MyVest Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of holistic wealth management software designed to empower firms to deliver personalized portfolios at scale.
Financial Software
San Francisco, CA
123 As of 2024

New York, NY
 

Princeton, NJ
 
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MyVest Competitors (77)

One of MyVest’s 77 competitors is Numerix, a Private Equity-Backed company based in New York, NY.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Numerix Private Equity-Backed New York, NY
Kinetix Trading Solutions Corporation Princeton, NJ
GTreasury Private Equity-Backed Buffalo Grove, IL
Invessence Corporation Chatham, NJ
AgentRisk Corporation Los Angeles, CA
You’re viewing 5 of 77 competitors. Get the full list »

MyVest Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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MyVest FAQs

  • When was MyVest founded?

    MyVest was founded in 2001.

  • Where is MyVest headquartered?

    MyVest is headquartered in San Francisco, CA.

  • What is the size of MyVest?

    MyVest has 123 total employees.

  • What industry is MyVest in?

    MyVest’s primary industry is Financial Software.

  • Is MyVest a private or public company?

    MyVest is a Private company.

  • What is MyVest’s current revenue?

    The current revenue for MyVest is .

  • Who are MyVest’s competitors?

    Numerix, Kinetix Trading Solutions, GTreasury, Invessence, and AgentRisk are some of the 77 competitors of MyVest.

  • When was MyVest acquired?

    MyVest was acquired on 30-Jun-2016.

  • Who acquired MyVest?

    MyVest was acquired by TIAA-CREF Asset Management.

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