MyVest builds enterprise wealth management technology for the digital age.

Software

MyVest

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

Anton Honikman

Mike Stanley

Jenn Hartmann

Charlie Haims

Brian Marchiel

Josh Moats

Mark Worsey

Arlene Pons

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

The Leadership Team at MyVest drives the strategic vision and operational execution of the company, ensuring alignment across all departments. Comprising key executives including the CEO, CTO, and various VPs, this team focuses on innovative product development, effective marketing strategies, and exceptional customer support to enhance the enterprise wealth management technology landscape. Their collaborative efforts foster a strong organizational culture and propel business growth in the digital age.

Leadership Team

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 Product Management Team at MyVest is responsible for guiding the development and lifecycle of the company's enterprise wealth management technology products. They collaborate with engineering, marketing, and sales teams to define product vision, prioritize features, and ensure that solutions meet market demands and align with strategic goals.

Product Management 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

The Data and Engineering team at MyVest is responsible for developing and maintaining advanced data analytics and engineering solutions. They leverage data science, sophisticated analysis, and application engineering to optimize and streamline the enterprise wealth management technology, ensuring it meets the dynamic needs of the digital age.

MyVest

Org chart

Board & advisors

Teams

Engineering Team

Leadership Team

Customer Success & Support Team

Product Management Team

Engineering

Data and Engineering

Offices

MyVest

Org chart

Board & advisors

Teams

Engineering Team

Leadership Team

Customer Success & Support Team

Product Management Team

Engineering

Data and Engineering

Offices

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