Personal Information
Organização/Local de trabalho
San Francisco Bay Area, California United States
Setor
Technology / Software / Internet
Site
www.myvest.com
Sobre
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. Headquartered in San Francisco, we operate as an autonomous subsidiary of TIAA.
Marcadores
digital wealth
myvest
fintech
client data layer
client-centric
robo advice
tiaa
wealth management
market of one
customer data
ubs
aite group
invesco
wealth management incumbents
futureadvisor
blackrock
b2b for enterprise
digital advice
jemstep
incumbent advantages
advisor technology
fintech partnerships
incumbent challenges
sigfig
enterprise wealth management
enterprise software
financial advisors
tax management
morgan stanley
ey
assetmark
strategy
robo
enterprise
Ver mais
Apresentações
(2)Gostaram
(2)Robo Advice: Revenge of the Incumbents (MyVest and Aite INVEST session)
MyVest
•
Há 6 anos
Beyond the Rhetoric: What Does it Mean to be Client-Centric?
MyVest
•
Há 7 anos
Personal Information
Organização/Local de trabalho
San Francisco Bay Area, California United States
Setor
Technology / Software / Internet
Site
www.myvest.com
Sobre
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. Headquartered in San Francisco, we operate as an autonomous subsidiary of TIAA.
Marcadores
digital wealth
myvest
fintech
client data layer
client-centric
robo advice
tiaa
wealth management
market of one
customer data
ubs
aite group
invesco
wealth management incumbents
futureadvisor
blackrock
b2b for enterprise
digital advice
jemstep
incumbent advantages
advisor technology
fintech partnerships
incumbent challenges
sigfig
enterprise wealth management
enterprise software
financial advisors
tax management
morgan stanley
ey
assetmark
strategy
robo
enterprise
Ver mais