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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. 

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.


Firms Using MarketDesk Solutions


Combined AUM of Firms Using MarketDesk


Proprietary Leading Indicators


Robust Solutions Built for Financial Advisors


No Asset Based Fees

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