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Vestmark has quietly been working with some of largest and most well respected financial firms in the world and has grown to run over $100 billion in assets and 500,000 accounts on our platform.

Although we don't think it's appropriate to showcase our clients' brands on our public site, we are proud to work with
  • One of the world's largest banking and investment firms
  • One of the world's largest investment banking and asset management firms
  • One of the world's largest asset management and private banking firms
  • One of the world's largest private wealth manager
  • One of the world's largest mutual fund company
  • One of the nation's largest independent broker-dealer
  • One of the nation's largest overlay manager

Contact us to find out how we can help.
"The transition to Vestmark's Managed Accounts Platform represents a significant technological advance for our separate account business. It allows us to automate separate account administration, and enhance our overlay management capabilities. It helps position our firm to offer multiple-discipline portfolios (MDPs) in a number of new distribution channels including high-net-worth, institutional and global clients."

John T. Hailer, President and CEO
Natixis Asset Management Advisors
 
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