Where Innovation Meets Acceleration
For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.
Contact UsPowering Growth For
We Bring New Perspectives. You Benefit.
You’ll Never Outgrow Us
We've helped the largest wealth and asset managers grow for over 20 years, and we can help you too.
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A Partner, Not Just a Provider
We don’t just offer products and services. We partner with clients to future-proof their business.
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Supporting Speed to Market
Vestmark rapidly deploys solutions that can cost-effectively support growth for years.
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Modern Tools for Modern Advisors
Our solutions are always evolving to meet advisor needs, including using AI to enhance efficiency.
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Flexible Integration
We integrate with existing tech stacks and provide a path to develop and grow new capabilities.
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Grow Your Business, Your Way
Our proven solutions enable growth in clients, AUM, revenue, valuation, and your bottom line.
Built for Firms that Lead
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Broker-Dealers & Banks
First built for top, large-scale wealth managers, we can help extend your reach and optimize your home office too.
- Home office & advisor solutions
- Investment advisory services
- Flexible & modular integrations
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RIAs
Whether your firm is growing through acquisition or rapid expansion, our partnership keeps you rolling.
- User friendly advisor tools
- Manager marketplace
- Tax management
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Asset Managers
Our platform helps you launch products faster, reach new audiences, capture assets, and add revenue.
- Enhanced distribution
- Simplified implementation
- Streamlined operating model
Engineered for Elevation
Vestmark delivers a scalable platform for leading institutions and high-growth industry innovators.
About Us- Assets on Platform
- $1.7T+
- Investor Accounts on Platform
- 4.5M+
- Financial Advisors Supported
- 72K+
- Years Empowering the Industry
- 20+
Advanced Features and Experiences
Our Own Manager Marketplace
Helping match top advisors to 1400+ strategies from 225+ of the best asset managers
- Strategies
- 1.4K+
- Managers
- 225+
Flexible Fee Structure & Seamless Integration
Our fee transparency and white label services let you structure and deliver offerings your way
Focus on Advisor Enablement
Turn-key, intuitive tools help advisors scale up and succeed – and help you recruit and retain them
Full-Featured UMA
Realize the full potential of Unified Managed Accounts that support multiple asset classes
We’re Redefining Expectations
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After 20 years in this space, we know that trust and innovation go hand in hand. That’s what our partners get when they work with Vestmark.
Karl Roessner Chief Executive Officer -
Our clients want flexibility and control without the burden of complexity. That’s exactly what we deliver.
Corey Fiedler Chief Product Officer -
AI should make the advisor’s job more human, not less. We use it to surface insights, save time, and unlock deeper connections.
Leo Schrantz Chief AI & Innovation Officer -
Growth comes from partnership, not one-size-fits-all platforms. Our focus is fueling what makes firms succeed.
Ananya Balaram Chief Revenue Officer -
Long-term client success requires more than technology—it demands commitment, agility, and continuous support.
Annmarie Rogers EVP, Client Operations -
Advisors face growing complexity. We provide tools to deliver smarter, more personalized outcomes for investors.
Rob Battista EVP, Advisory Solutions
Industry Recognition
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- One of three winners in Wealthtech Firm of the Year category
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- Firm of the Year at Wealth Solutions Report (WSR)
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- Outstanding Achievement in Direct Indexing
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- 100 Best Midsize Places to Work in Boston
One Powerful Platform. Your Evolved Solution.
Each Vestmark client is unique. By assembling the right solution set from our core platform and overlay capabilities, we help clients build a blueprint for the future.
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Empowered Advisors
Manage client relationships from proposal to trading & rebalancing to reporting in a user-friendly experience.
Learn more about empowered advisors -
Tax Transition
Overlay tax-smart approaches to optimize results while retaining personalization.
Learn more about tax transition -
Centralized Investment
Streamline portfolio management with our proven solutions.
Learn more about centralized investment
Outsourced services
In addition to providing software, we can handle operations and trading to let you focus on clients.
You know where you want to go. We help you get there.
Vestmark is your partner in growth. We bring insights and problem-solving expertise gained from serving some of the largest wealth firms and adapt them to meet your needs.
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*Vestmark stats as of 6/30/2025
The 2025 WealthTech Americas Awards recognize organizations for “demonstrated innovation and excellence during the last year.” Judging is conducted by a panel of independent experts with deep experience in family office and wealth management. Vestmark received the award on February 20, 2025, and paid $6,495 for rights to use the WealthTech Americas Award logo.
The 2024 WealthManagement.com Industry Awards winners were determined by a panel of independent judges representing top industry leaders. Selection was based on both quantitative measures (scope, scale, adoption, feature set) and qualitative factors (innovation, creativity, delivery methods) over the 12 months ending April 2024. On September 4, 2025, Vestmark VAST was awarded first place in the Direct Indexing/Technology Providers category. Vestmark did not pay to be considered.
The WealthTech Firm of the Year Award recognizes the top three technology providers serving non-institutional wealth managers with at least $250 million in assets. Winners are chosen by the Wealth Solutions Report editorial team. Vestmark ranked among more than 30 firms and received the award on January 29, 2024. Vestmark did not pay to be considered.