Marketdesk Indices LLC
SEC RegisteredEmpowering Advisors with Institutional Tools to Scale, Simplify, and Serve Clients Better
About the firm
Founded in 2019, MarketDesk provides financial advisors with a full suite of institutional tools that save time, strengthen the client experience, and enable growth without expanding a team. Trusted by 200+ wealth management firms, MarketDesk offers a flat-fee subscription with no asset-based fees, integrating seamlessly into advisor practices.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
White label insights (client newsletters, chart presentations, prebuilt webinars, compliance support), model portfolios (ETF asset allocation, white label stock models, market talking points, 20+ leading indicators), and research tools (data-driven insights, macro strategy, 30+ asset class ratings, tactical ideas).
Who they serve
Independent financial advisors and wealth management firms of all sizes, particularly those focused on growth and scalability.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 0 | $0 |
| High Net Worth Individuals | 0 | $0 |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Marketdesk Indices LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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