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Our Firm

About Us

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.

Founded in 2019, our mission is to provide wealth managers with institutional tools to make their advisory practices more cost and time efficient. Our solutions span investment research tools, asset allocation and portfolio construction, and white label insights for use in client communication and marketing.

Our approach to research and portfolio strategy is centered around evidence-based investing. Instead of basing decisions on near-term trends or “expert” opinions, our team focuses on historical data, leading indicators, and statistical probabilities to guide core asset allocation ratings and tactical idea generation.  This quantitative overlay rewards facts, not opinions.

If your firm is part of the growing majority looking for a solution that allows you to streamline operations and refocus your time on growth, MarketDesk is here to help. Schedule a conversation with our team to learn more.

Our Solutions

Models, Research, & White Label

Access to the full suite of MarketDesk solutions, including model portfolios, key talking points, and calls with our strategists.

Prebuilt, Client-Friendly Communication

Upgrade your communications strategy to save time, increase client engagement, and grow your practice with client letters and webinars.

Data Driven Asset Allocation

Leverage our team's expertise and receive access to the full library of research, including macro strategy, core ratings, and ETF ideas.

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Who We Serve

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



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

Our History

Since our founding in 2019, MarketDesk has consistently grown the service offering with the addition of several new value-add resources for the wealth management industry.

August 2019
MarketDesk launches as an independent research firm offering institutional-quality resources to wealth managers

December 2020 
Stock Model Portfolios launch to allow RIAs to easily manage custom client equity sleeves

September 2021 
MarketDesk launches the first flat-fee OCIO Service built specifically for wealth managers and family offices

March 2020
White Label Insights launch to with prebuilt letters and webinars for use in client communication

August 2021
The new client portal launches to house the latest research, white label materials, and model portfolios

May 2022
MarketDesk partners with the 120th wealth management firm only ~2.5 years after its opening doors

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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