Overview

Vestmark provides a unified wealth management platform offering comprehensive, real time technology that enables broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions. Vestmark's experienced team works closely with clients to implement tailored solutions incorporating best practices that help firms gather more assets, increase efficiencies and minimize operating risks.

Vestmark supports a range of advisory solutions including institutional and private client Separately Managed Accounts (SMA), Multiple Style Portfolios (MSP), Advisor-as-Manager, 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 advisor-discretionary 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 1,000,000 accounts representing over $200 billion in assets under management on VestmarkONE. Customers include sponsors, investment managers, overlay managers, and operations outsourcing service providers.

The Vestmark team is also arguably the most experienced and well-rounded team in the financial services technology space. Vestmark professionals boast deep experience in both financial services and technology. 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, workflow, business intelligence, personalization, and content management industries.

Vestmark is headquartered in Boston, Massachusetts with offices in Jersey City, NJ. Vestmark provides an exciting work environment and has been voted one of the fastest growing companies in New England by Deloitte and a Best Places to Work by the Boston Business Journal.