Overview

Vestmark is the leading provider of a solutions and services platform for the managed accounts industry.

Vestmark supports a range of managed account products including traditional Separately Managed Accounts (SMA), Multiple Style Portfolios (MSP), Unified Managed Accounts (UMA), and Unified Managed Households (UMH) in a number of different business model configurations. Vestmark solutions are designed to support multiple business models including model-only programs, open architecture programs, and financial advisor programs.

Vestmark Solutions and Services enable greater product innovation, increased operational efficiency, and a higher degree of compliance delivered with the highest quality of service.

Vestmark's customers manage over 100,000 accounts representing over $35 billion in assets under management on the Vestmark Solution. Customers include sponsors, investment managers, overlay managers, and operations outsourcing service providers.

Founded in 2001, the Vestmark management and engineering teams include the founders and key technologists from several highly successful companies spanning the portfolio management, investment analytics, business intelligence, personalization, and content management industries. Vestmark is headquartered in Boston, Massachusetts with offices in Oakland, California.

Vestmark also provides an exciting work environment. Vestmark was voted Best Places to Work in 2006 by the Boston Business Journal.