What departments does MyVest have?

MyVest has employees across 10 departments including Operations, Human Resources, Marketing, Customer Success, Product Management.

What is the largest department at MyVest?

The largest department at MyVest is Engineering with 15 employees.

Where are MyVest employees located globally?

MyVest has employees across 2 continents and 2 countries including India, United States Of America.

How has MyVest's team size changed over time?

MyVest's team has decreased from approximately 148 to 93 employees based on available data.

MyVest Employee Directory

Software DevelopmentCalifornia, United States51-200 Employees

MyVest is a software development company that builds enterprise wealth management technology designed to enable client-centered, personalized portfolios at scale. Headquartered in San Francisco, California, it operates as an autonomous subsidiary of TIAA. The firm employs between 51 and 200 people. Its product offering includes an enterprise wealth management platform, notably the Strategic Portfolio System, which supports multiple sleeves and model-based approaches; in May 2026 it announced Separately Managed Models as an enhancement to SPS to centrally manage rules across portfolios. MyVest has engaged in partnerships to expand its capabilities, including collaborations with BondIT Ltd. and InvestSuite, and has participated in industry events; reported revenue is in the range of $100 million to $250 million.

MyVest Global Highlights

North America
121

United States Of America
121

Asia
1

India
1

MyVest's Leadership

J. H.
Chief People And Culture Officer
Mobile Phone
Email
M. S.
Chief Financial Officer - B2b Saas | Financial Technology | Investment Management
Mobile Phone
Email
C. H.
Vice President Of Marketing
Mobile Phone
Email
M. W.
President & Chief Operating Officer
Mobile Phone
Email
J. D.
Vice President, Customer Success
Mobile Phone
Email
M. P.
Product Management Director
Mobile Phone
Email
A. Z.
Director, It & Systems Administration At Myvest
Mobile Phone
Email
B. G.
Director, Customer Success
Mobile Phone
Email

MyVest Employee Metrics

100%

50%

0%

2026

2025

Engineering
Analytics
Operations
Product Management
Customer Success
Other
Information Technology
Quality Assurance

Contact profiles from MyVest

Name

Title

Contact Info

Location

Last Update

M. W.
President & Chief Operating Officer
Mobile Phone
Email
Bay
Jun 23, 2026
J. H.
Chief People And Culture Officer
Mobile Phone
Email
United StatesVermont
Jun 06, 2026
C. H.
Vice President Of Marketing
Mobile Phone
Email
United States
May 15, 2026
J. D.
Vice President, Customer Success
Mobile Phone
Email
United StatesPennsylvania
Jun 07, 2026
M. P.
Product Management Director
Mobile Phone
Email
United StatesNew Jersey
May 20, 2026
A. Z.
Director, It & Systems Administration At Myvest
Mobile Phone
Email
United StatesNorth Carolina
Apr 17, 2026
B. G.
Director, Customer Success
Mobile Phone
Email
United StatesNew Jersey
Jan 13, 2026
J. H.
Director People
Mobile Phone
Email
UNITED STATES
Mar 06, 2026
P. T.
Engineering Manager
Mobile Phone
Email
Bay
Jun 07, 2026
K. D.
Senior Engineering Manager
Mobile Phone
Email
United StatesOregon
Dec 03, 2025

Frequently Asked Questions

What is MyVest known for?

MyVest was founded in 2001 operates in the Software Development industry. The company's main headquarters is located in 140 New Montgomery Street 15th Floor San Francisco, California 94105 United States; you can contact the main corporate office by phone at

+1-415-369-****

. Explore MyVest's company overview page for more information.

What is MyVest's most common email format?

MyVest employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more MyVest email formats with LeadIQ.

How many employees does MyVest have currently?

MyVest has approximately 111 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are MyVest's key employees and leadership?

As of June 2026, MyVest's key employees include:

Chief People And Culture Officer: J. H.
Chief Financial Officer - B2b Saas | Financial Technology | Investment Management: M. S.
Vice President Of Marketing: C. H.
President & Chief Operating Officer: M. W.
Vice President, Customer Success: J. D.

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MyVest Employee Directory

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