SAN FRANCISCO — October 04, 2016 — MyVest, a pioneer in holistic wealth management technology, announced today that it is refreshing its brand identity, including a new logo and website. This move kicks off a new era for MyVest, mirroring the transformation currently underway in the wealth management industry.
“MyVest has evolved, leveraging our foundation at the forefront of holistic, household wealth management for traditional advisors, to becoming an innovator in modern, digital wealth offerings. This new look represents how we support both,” said Anton Honikman, Chief Executive Officer of MyVest. “As we continue to experience significant growth, this is a great time to update our brand to align our enhanced capabilities with our vision for how the industry is moving towards truly client-centric wealth management.”
“We are inspired by the future, while rooted in a solid foundation. So we designed MyVest’s new brand to demonstrate this powerful combination that future-oriented enterprises seek,” said Charlie Haims, VP of Marketing. “It’s also noteworthy that we developed our new brand internally, so that it truly reflects our people, culture, product and customers.”
MyVest chose to refresh its brand at this time following a series of recent milestones, including its selection by AssetMark to help create their next generation platform for independent advisors, the expansion of the company’s leadership team, new product launches, and their acquisition by TIAA this summer. This development positions the company for more to come as they build on this recent success.
About MyVest
A financial technology pioneer headquartered in the heart of San Francisco, MyVest combines best practices in wealth management with best-in-class technology. With MyVest’s Strategic Portfolio System™ (SPS™) advisors provide truly personalized solutions, managed holistically in a tax optimized way, and delivered digitally — a powerful combination you won’t find with any other platform. In June 2016, MyVest became an independent subsidiary of TIAA, a leading provider of financial services in the academic, research, medical, cultural and government fields. Learn more at myvest.com.
