MyVest builds enterprise wealth management technology for the digital age.

Software

MyVest

MyVest's headquarters in San Francisco, CA, United States

Anton Honikman

Jill Spence

Jenn Hartmann

Mike Stanley

Brian Marchiel

Josh Moats

Arlene Pons

Mark Worsey

Bill Harris

Chuck Lewis

Steve Warren

The Engineering Team at MyVest is responsible for designing, developing, and maintaining the company's enterprise wealth management technology. Comprised of highly skilled software developers, engineers, and quality assurance experts, the team ensures the delivery of robust, scalable, and innovative solutions tailored for the digital age. Additionally, they focus on continuous integration and quality testing to uphold the highest standards in product performance and reliability.

Engineering Team

This department focuses on ensuring the quality and reliability of software products through automated testing processes.

Quality Assurance Automation

The Customer Success & Support Team at MyVest ensures client satisfaction and retention by offering expert guidance and technical support for their enterprise wealth management technology. They collaborate closely with customers to understand their needs, provide product education, troubleshoot issues, and optimize the use of MyVest's digital solutions.

Customer Success & Support Team

The Engineering team at MyVest is responsible for designing, building, and maintaining the enterprise wealth management technology that powers the company's digital solutions. Led by experienced directors and managers, the team ensures the platform's robustness, scalability, and performance, delivering high-quality software that meets industry standards and client needs.

Engineering

This department oversees the coordination and administration of office functions and operational processes.

Operations Management

The People and Culture Team at MyVest is dedicated to fostering a positive and inclusive work environment. They focus on employee engagement, development, and well-being, while also implementing strategies for talent acquisition and retention.

MyVest

Org chart

Board & advisors

Teams

Engineering Team

Quality Assurance Automation

Customer Success & Support Team

Engineering

Operations Management

People and Culture Team

Offices

MyVest

Org chart

Board & advisors

Teams

Engineering Team

Quality Assurance Automation

Customer Success & Support Team

Engineering

Operations Management

People and Culture Team

Offices

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