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New York City

Flat-Fee Platform for Advisors & Family Offices

MarketDesk serves as a seamless extension of your team and expands your firm's resources. You gain a long-term partner at a fraction of the cost of a new employee. 

Consolidate your

portfolio management,

asset class research,

and client insights

Financial Planning



Legacy Wealth Stack

Asset Allocation Models

ETF / Fund Research

Risk Management

Client Communication

Advertising / Marketing

Financial Planning



All-in-One Platform

From macro strategy to asset allocation to crafting client insights, our team specializes in the labor-intensive aspects of portfolio management. MarketDesk allows you to save time and refocus on growing your firm.

0.00% AUM Fees

Most outsourced portfolio solutions require you to hand over discretionary authority and pay a fee based on your AUM. MarketDesk is built differently. You receive the same institutional quality analysis but maintain control.



White Label

Client friendly letters and presentations 

Pricing per firm


Research Tools

Starts at 5 paid users

Macro strategy, core ratings, and tactical.


Full Platform Access

Starts at 5 paid users

Seamless extension of your team and internal resources

A Flexible Partnership

Subscribe to one or all of the MarketDesk capabilities 

Who We Serve

MarketDesk is trusted by 120+ wealth management firms in 36 states

MarketDesk Map Tan 2.PNG


Firms using MarketDesk solutions


Growth of our firm last year


Billion of clients' AUM


Robust solutions built for wealth management


Asset or AUM Management Fees

Put our strengths to work for you.

Learn how financial advisors, RIAs, and family offices are saving time, lowering costs, and increasing their asset allocation conviction with MarketDesk.

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