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About Our Firm
Founded in 2019, MarketDesk provides financial advisors with a full suite of institutional tools to scale their businesses, save time, and enhance their client offerings. Our platform is designed to serve as a seamless extension of your team, expanding your portfolio management and client communication capabilities virtually overnight.
With turnkey solutions ranging from Asset Allocation Tools and ETF Model Portfolios to White Label Stock Models and White Label Client Communication, MarketDesk adds efficiency to your existing workflows.
Trusted by over 125 wealth management firms, we are committed to being your long-term partner and helping you grow your business. Experience the benefits of a cost-effective solution and reach out to us today.
Our Services
Models, Research, & Client Insights
Client-Friendly Market Insights
Data-Driven Asset Allocation Tools
Who We Serve
MarketDesk is trusted by 125+ wealth management firms in 41 states
125+
Firms Using MarketDesk Solutions
$49B
Combined AUM of Firms Using MarketDesk
20+
Proprietary Leading Indicators
3
Robust Solutions Built for Financial Advisors
0.00%
No Asset Based Fees
Our History
Since our inception in 2019, MarketDesk has continually expanded its range of services, empowering the wealth management industry with a growing list of valuable resources.
August 2019
MarketDesk launches as an independent research firm offering institutional-quality resources to wealth managers
December 2020
Quantitative Equity Models launched to easily manage custom portfolio for clients
May 2022
MarketDesk partners with its 100th wealth management firm only ~2.5 years after launching
March 2020
White Label Insights launches with prebuilt letters and webinars for use in client communication
September 2021
MarketDesk launches the first flat-fee OCIO Service built specifically for wealth managers and family offices
February 2023
Launched the Weekly Quant Pack, a collection of leading indicators to help guide asset allocation
Explore Our Services
Built for Financial Advisors
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Client Chart Presentations
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Prebuilt Webinars
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Compliance Support
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White Label Stock Models
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Market Talking Points
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20+ Leading Indicators
PLUS
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