Founded in 2019, MarketDesk provides financial advisors with a full suite of institutional tools that save time, strengthen your client experience, and enable growth without expanding your team. Our platform helps teams of all sizes build a world-class wealth management business.

Trusted by 200+ wealth management firms, our solutions integrate seamlessly into your practice, enabling you to deliver more to clients and operate with greater efficiency. Advisors using MarketDesk benefit from asset allocation tools, custom model portfolios, and client-friendly insights that bring simplicity and structure to their workflows. You retain complete control while gaining an independent partner committed to your long-term success.

Unlike most service providers, MarketDesk does not require advisors to hand over discretion or pay fees tied to assets. We offer a flat-fee subscription designed to align with your goals and support your firm's growth.

Watch Platform Demo: www.MarketDeskResearch.com/getstarted

MarketDesk

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MarketDesk

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