As we step into 2025, it’s time to prioritize your financial health. Just like tracking your steps helps improve your physical fitness, regularly knowing and understanding your net worth can help grow your financial fitness. Why does it matter? Regularly tracking your net worth gives you clarity, helps you spot opportunities, and ensures you’re on track toward your financial goals. At MyFO, we make it simple. Our platform consolidates your assets, tracks performance, and visualizes your entire financial picture—all in one place. Know where you stand and plan confidently for the future. 💡 This year, make financial clarity your resolution. Book a demo today and start your Finance Fitness journey: https://lnkd.in/g3sEe2pP #WealthManagement #FamilyOffices #MyFO #Fintech #FinanceSoftware
About us
Organize and securely store financial information, critical contacts and documents in one place. Request Demo at www.myfo.tech
- Website
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http://www.myfo.tech
External link for MyFO
- Industry
- Technology, Information and Media
- Company size
- 2-10 employees
- Headquarters
- Vancouver
- Type
- Privately Held
- Founded
- 2021
- Specialties
- SaaS, banking infrastructure, fintech, enterprise software, big data and analytics, family office, governance, UX/UI, wealth transfer, digital banking, and covid banking transformation
Locations
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Primary
Vancouver, CA
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San Francisco , California, US
Employees at MyFO
Updates
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MyFO reposted this
2024 has been a year of milestones, growth, and innovation! From introducing game-changing features to getting multiple industry accolades, we’ve been setting new standards in family office management. We are excited to keep pushing boundaries in 2025! #MyFOWrapped #MyFO #FamilyOffice #WealthManagment #FamilyOfficeSoftware
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2024 has been a year of milestones, growth, and innovation! From introducing game-changing features to getting multiple industry accolades, we’ve been setting new standards in family office management. We are excited to keep pushing boundaries in 2025! #MyFOWrapped #MyFO #FamilyOffice #WealthManagment #FamilyOfficeSoftware
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Are you planning to buy your loved ones luxury gifts this holiday season? Luxury gifts are sometimes more than sentimental keepsakes. Did you know some people consider Hermes bags a better investment than investing in the stock market? Rare watches, limited edition artwork, vintage collectibles, or luxury cars can appreciate over time and are considered smart investments. What are you doing to track and manage your luxury gifts? Add the gift of MyFO to your holiday wish list and make sure you keep the documentation and values of these gifts safe in one place. Book a demo now: https://lnkd.in/g3sEe2pP #LuxuryAssets #WealthManagement #MyFO #FamilyOffices #WealthPreservation
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Family offices are evolving rapidly, as highlighted in Morgan Stanley’s latest whitepaper. From managing complex structures to navigating intergenerational wealth transfer, the demands on family offices have never been greater. As family offices adapt to these trends, having the right tools in place is critical. Summary of What Future-Ready Family Offices Need: https://lnkd.in/gMnsNxkT Read the Full Whitepaper: https://lnkd.in/g-3rhqhj Book a Demo and see how MyFO can help: https://lnkd.in/g3sEe2pP #FamilyOffices #WealthManagement #Fintech #MyFO
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We’re hiring! Join us as we create the most advanced family office experience! Open roles include: ✔️ Account Executive ✔️ Customer Success Associate (SaaS) ✔️ Finance Lead ✔️ Quality Assurance Visit our career page for more details: myfo.tech/jobs or Send your resume to: HR@myfo.tech #MyFO #FamilyOffice #WealthManagment #NowHiring #YVRCareers
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As the year ends, it’s time to simplify wealth management. True clarity goes beyond organizing assets—it’s about confident decisions that shape the future. For family offices and advisors, disconnected tools and fragmented communication make this challenging. MyFO transforms the process into a secure, seamless, and intuitive experience. Make 2025 the year of clarity. Simplify your processes, elevate decision-making, and build a lasting legacy. Read our latest blog to learn how MyFO can help you: https://lnkd.in/g_c6Nft3 Book a quick demo now: https://lnkd.in/g3sEe2pP #WealthManagement #FamilyOffices #MyFO #Fintech #FinanceSoftware
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Thanksgiving is a reminder of how important it is for families to stay connected—not just around the table, but in the decisions that shape their future. At MyFO, we make managing family wealth more straightforward, so families can work together with clarity and confidence. From simplifying complex processes to fostering alignment, our platform is here to support what matters most. Happy Thanksgiving from the team at MyFO. 🦃 #WealthManagement #MyFO #Fintech #FinanceSoftware #FamilyOffice #Thanksgiving #WealthSimplified
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Excel is the new analog ... When you’re starting out, Excel is the go-to for tracking sales, projects, or investments. But as things grow, spreadsheets quickly become a headache. • Sales teams outgrow Excel and move to CRMs like Salesforce. • Project managers shift from Excel to platforms like Atlassian. • Yet, many still rely on Excel for tracking investments. Isn’t it time to upgrade? MyFO is the modern solution for wealth management. Streamline your operations, eliminate manual updates, and leave spreadsheet overload behind. It’s time to move forward. Let’s leave “analog wealth tracking” in the past. Ready to upgrade? Book a demo today: https://lnkd.in/g3sEe2pP #WealthManagement #FamilyOffices #MyFO #Fintech #FinanceSoftware