MyVest was named to the Financial Technology Report’s Top 25 WealthTech Companies of 2025.  Among a competitive field of candidates, these 25 companies have excelled in their commitment to advancing WealthTech and delivering unparalleled value to their clients.

According to the Financial Technology Report, “global assets under management are projected to reach $145.4 trillion by 2025, driven by a compound annual growth rate of 5.9%. This rapid growth underscores the critical role of WealthTech firms in addressing the evolving needs of investors and financial institutions. These firms are setting new standards for excellence and innovation in wealth management, ensuring asset managers and financial institutions can deliver efficient, secure, and client-centric services globally.” 

MyVest was nominated and recognized for its core value prop as a leader in enabling client-centric advice by empowering its customers to deliver personalized portfolios at scale.  Here’s a recap of highlights from the nomination: 

Key Benefits MyVest’s SPS Platform Provides Enterprise Firms

MyVest’s Strategic Portfolio System™ (SPS) was recognized for how it enables holistic, client-centric wealth management across a firm in a single unified system. MyVest’s SPS automates the entire investment process from client proposals & onboarding to model-based tax-aware portfolio management, monitoring & rebalancing and trade order management through to performance reporting & billing. 

MyVest’s SPS differentiation delivers: 

  • Personalized, Holistic Portfolios at Scale: SPS enables advisors to offer client-centric advice that is truly personalized to each investor, managed holistically across a household’s multiple accounts, in a tax-optimized way. 
  • Portfolio Optimization: More than just simple rebalancing, MyVest optimizes portfolios to balance risk, tax impact, and client personalizations. 
  • Tax Optimization: MyVest combines rebalancing and tax management into one coordinated algorithmic nightly process. This includes dynamic asset location, proactive tax-loss harvesting, best-tax lot relief method, risk aware gain deferral, and more.
  • Highly Configurable: MyVest offers a configurable, flexible platform that makes it easy for firms to serve multiple channels, client segments, advisor teams, and managed account programs on a single unified platform.

Recent Enhancements Across The Enterprise Platform 

MyVest was also recognized for its leadership in tax management, enhancements to tax-aware transitions, to expanded UMA capabilities, and improvements across the entire SPS platform including Proposal Generation, Advisor Portal, OMS & Trading, and Retirement Income Generation.

“We are thrilled to be recognized among this group of 25 WealthTech leaders,” said Charles Haims, MyVest’s head of marketing. “This is a testament to the dedication across our entire team who continue to enhance our platform so that our customers can deliver personalized portfolios and better outcomes to all of their clients.”

About Financial Technology Report’s Top 25 WealthTech Companies

The Financial Technology Report is a market research firm that reports on market developments, corporate actions, investment activity, and executive insights related to the financial technology industry.  Their ‘Top 25 WealthTech Companies’ list recognizes organizations that have excelled in their commitment to advancing WealthTech and delivering unparalleled value to their clients. Their efforts are crucial in addressing the evolving needs of a rapidly changing market, ensuring asset managers and financial institutions can deliver efficient, secure, and client-centric services globally.

See the full list of winners in the Top 25 WealthTech Companies of 2025 from the Financial Technology Report.