


MyVest
Software Development • San Francisco, California, United States • 101-200 Employees
Company overview
| Headquarters | 140 New Montgomery St, 15th Floor, San Francisco, California 94105, US |
| Phone number | +14153699511 |
| Website | |
| SIC | 737 |
| Keywords | Managed Accounts, Digital Wealth Management, Enterprise Wealth Management, Overlay Portfolio Management, Portfolio Rebalancing & Tax Optimization |
| Founded | 2001 |
| Employees | 101-200 |
| Socials |
Key Contacts at MyVest
Justin Kikuchi
Senior Director Of Product Management
Rob Goppold
Director, Customer Success
David Costain
Director Of Product Management
Maria Pfeiffer
Product Management Director
Danniela Lauretta
Director, People & Culture
Jill Spence
Director Marketing Communications
Paul Dsa
Director, Engineering
Scott Armstrong
Senior Director, Engineering
Erik Anderson
Sr Director Of Solutions Enginnering
Barbara Galanaugh
Director, Customer Success
MyVest Email Formats
MyVest uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@myvest.com), used 77.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@myvest.com | 77.5% |
{first name}{last name} | johndoe@myvest.com | 19.7% |
{last name}{last name} | doedoe@myvest.com | 2.8% |
About MyVest
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. Learn more at myvest.com.
MyVest revenue & valuation
| Annual revenue | $8,124,107 |
| Revenue per employee | $69,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Software Development industry and current estimated revenues | $26,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 101-200
Seniority
Employees
Employees by Department
MyVest has 77 employees across 13 departments.
Departments
Number of employees
Funding Data
MyVest has never raised funding before.
MyVest Tech Stack
Discover the technologies and tools that power MyVest's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Video players
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
Webmail
Programming languages
Security
Blogs
Analytics
Frequently asked questions
4.8
40,000 users



