MyVest was named to the Financial Technology Report’s Top 50 Financial Technology Companies of 2025.  Among a competitive field of candidates, these 50 companies have excelled in their commitment to advancing FinTech. 

This selection comes on the heels of MyVest being named earlier this year to the Financial Technology Report’s Top 25 WealthTech Companies of 2025. 

According to the Financial Technology Report, “Beyond their headline achievements, this year’s awardees reflect how fintech has matured into a cornerstone of global finance. Whether through embedded infrastructure, risk automation, or AI-driven analytics, these companies are shaping how capital moves and how financial institutions operate. We’re pleased to honor The Top 50 Financial Technology Companies of 2025.” 

Nomination Highlights 

For this new Top 50 FinTech list, MyVest was nominated and recognized for how it continues to build digital investment tools and combine tax intelligence with scalable technology for broker-dealers, banks, RIAs, and wealth service providers. 

MyVest was recognized for recent enhancements to its Strategic Portfolio System™ (SPS) including two fintech partnerships with InvestSuite and with Alphathena to integrate each of their custom model building tools into SPS, enabling wealth firms to design and offer their own custom model portfolios, including direct indexing.  MyVest also recently combined its proposal generation with its tax-aware transition planning capabilities to enable advisors to grow assets, consolidate held-away accounts, and deliver personalized proposals that demonstrate unique value to clients. 

Key Benefits for Enterprise Wealth Firms  

MyVest’s Strategic Portfolio System™ (SPS) was also recognized in general 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. 

Benefits of MyVest’s SPS for large enterprise wealth firms includes: 

  • 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. 

“We are proud to be recognized among this group of FinTech leaders,” said Charlie Haims, MyVest’s head of marketing. “To be included among leading WealthTech peers in particular like Wealthfront, Forge Global, Pontera, and Drive Wealth, is once again a reflection on our entire team’s commitment to setting the standard for client-centric wealth technology. Congratulations to all the other innovative FinTechs recognized—it’s exciting to be advancing the future of investment management alongside such a strong group.” 

About the Financial Technology Report’s Top 50 FinTech 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 50 FinTech Companies of 2025 recognizes companies that excelled in their commitment to advancing FinTech 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. 

Read the full report – Top 50 FinTech Companies of 2025 from the Financial Technology Report.