top of page

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. 

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.

150+

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

bottom of page