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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 150+ 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 150+ wealth management firms in 41 states



Firms Using MarketDesk Solutions


Combined AUM of Firms Using MarketDesk


Proprietary Leading Indicators


Robust Solutions Built for Financial Advisors


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 platform 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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