Company profile: MyVest
1.1 - Company Overview
Company description
- Provider of enterprise wealth management technology and services, including Strategic Portfolio System and Portfolio Management Suite for strategy/model management, tax-aware rebalancing, automated monitoring, trade order management, operations/compliance, reporting, billing, investor portal; plus tech-driven middle office operations (trade/position reconciliation, corporate action processing, performance reporting, billing) and professional services for planning, configuration, integration, feature development, and business insights.
Products and services
- Middle Office Operations: Tech-enabled services that handle trade and position reconciliation, corporate action processing, performance reporting, and billing to strengthen operational integrity for wealth management firms
- Portfolio Management Suite: Modular suite of SPS components that engineers strategy/model management, tax-aware rebalancing, automated monitoring, trade order management, and operations/compliance for configurable deployments
- Strategic Portfolio Systemâ„¢ (SPS): Enterprise-grade wealth management platform that architects strategy/model management, tax-aware rebalancing, automated monitoring, trade order management, operations/compliance, reporting, billing, and an investor portal
Key contacts
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Financial details
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1.2 - Competitors and similar companies to MyVest
Sweep
HQ: United States
Website
- Description: Provider of solutions that help people plan for the future, grow savings, and better direct their money, supporting a path to financial independence and easier, more enjoyable lives.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Novus
HQ: United States
Website
- Description: Provider of a portfolio analytics platform for institutional investors to manage and analyze risk, performance, and exposures. The platform collects data from dozens of administrators, prime brokers, custodians, and accounting systems, and enriches it with market, fundamental, and economic information. Supports position-level transparency and managed accounts when permissioned.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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FXCubic
HQ: United Kingdom
Website
- Description: Provider of trading technology for brokers, including a Liquidity Engine for MetaTrader and FIX API with low-latency access to multiple liquidity providers and customizable execution, bridging and aggregation tools for competitive price aggregation, RXI real-time risk intelligence, synthetic instruments, scheduled configuration profiles, and platform integrations for seamless connectivity and liquidity distribution.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Xempus
HQ: Germany
Website
- Description: Provider of a European SaaS pension and life insurance distribution platform enabling life insurers, insurance agents, corporates, and employees to buy and manage pension & life insurance online, including occupational pension (bAV), corporate health insurance (bKV), and occupational disability (bAKS), with advisor tools, transparent processes, tariff comparison, and connectivity.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Xempus company profile →
QED Financial Systems
HQ: United States
Website
- Description: Provider of investment management solutions for capital markets with more than 25 years of innovation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full QED Financial Systems company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for MyVest
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to MyVest
2.2 - Growth funds investing in similar companies to MyVest
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4 - Top valuation comps for MyVest
4.2 - Public trading comparable groups for MyVest
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