MyVest has been named to the 2025 WealthTech 100 list which honors tech companies transforming the global investment and banking industries. The WealthTech100 is an annual list of 100 of the world’s most innovative WealthTech companies selected by a panel of industry experts and analysts. These are the companies every leader in wealth and asset management, private banking and financial advisory needs to know about as they consider and develop their digital transformation strategies and new customer propositions.

With the industry undergoing major change – from evolving client expectations and the great wealth transfer to regulatory pressures and emerging technologies – the 2025 WealthTech100 recognises the trailblazers building scalable solutions that meet the complex needs of private banks, asset managers, and financial advisors.

FinTech Global’s expert panel reviewed a field of over 1,200 businesses, selecting 100 standout companies that demonstrated innovative use of technology to solve significant industry challenges or drive efficiency across the wealth management value chain. The goal is to highlight the 100 WealthTech companies that every leader in the investment industry should know about in 2025.

MyVest was recognized for leadership in tax management, key enhancements to transition planning & management, expanded UMA capabilities and the broad benefits of our Strategic Portfolio System™ (SPS) provide to wealth management firms.

Enhanced Tax-Aware Portfolio Transition Planning & Management

In the past year MyVest extended the tax-aware portfolio transition capabilities in SPS to help wealth management firms and their advisors deliver portfolio transitions more efficiently while minimizing the tax impact.

The tax-aware portfolio transition capabilities enables advisors to successfully transition clients using a major automation and integration upgrade to the upfront planning and ongoing management of tax-smart portfolio transitions.

Read the announcement.

Expanded UMA Capabilities

SPS recently released a series of enhancements to create a next generation UMA platform that enables firms to future proof their business, transform their advisory programs, and customize to each firm’s unique needs.

Key Benefits Our SPS Platform Provides Enterprise Firms

SPS automates the entire portfolio process from client proposals & onboarding to model-based tax-aware portfolio management, monitoring & rebalancing, and performance reporting & billing. 

  • Bridging Silos across an organization: Coordinate data and portfolio management efforts across brokerage, RIA and Trust divisions within a firm, enabling a consolidated single view into a firm’s wealth management divisions. 
  • Serving Multiple Investor Segments: Offer advisory solutions for all wealth tiers and life stages, so clients will stick with them as they grow, instead of switching platforms, advisors, or firms.
  • Enabling Team Collaboration: This role-based system allows organizations to operate on the same software and data platform.
  • Supporting Multiple Advisor Types: The configurable platform lets all advisors work the way they want – as asset gatherers and/or portfolio managers – while firms maintain centralized oversight.
  • Automating Portfolio Management: Enabling investment firms to scale the offering of advice that is holistic, tax-aware, and personalized to each investor.

Read the full 2025 WealthTech 100 report.