Vestmark
The Future-Proof Firm: Navigating Broker-Dealer Trends
A Bank Wealth Management Executive’s Guide to Platform Technology Strategy
Scale the Delivery of Better Investor Outcomes
Deliver better investor outcomes by simplifying the construction and management of highly-tailored portfolios.
Successfully Supporting Our Clients
See how Vestmark has enabled clients to continue executing on their mission for investors during trying times.
The Platform for
Empower your home office with oversight and control. Empower your advisors with tools that can help maximize their efficiency.
Easily tailor your investment strategies at scale, automate your investment process, and accelerate your distribution.
Flexibly support the needs of your advisors and their investors while maintaining home office consistency and control.
Focus on improving your efficiency, communication, and client relations with advanced technology that streamlines your operational processes.
Create a competitively differentiated investment management outsourcing platform with efficient customization, scale to support your growth, and outsourced services to optimize your business.
The portfolio management and accounting platform designed to help your firm capitalize on the broader wealth management opportunity.
It starts with a special culture...
We Before Me
We put the needs of the team first and aspire to bring out the best in others.
Knowledge Explorer
We are curious, articulate, and proactive problem solvers who adapt to the challenges at hand using creative collaboration.
Creating innovative, user-friendly software...
Human, digital and hybrid... Gen Zs to UHNWIs... Brokerage or fee-based... Regardless of how and to whom you deliver advice, the VestmarkONE® platform lets you and your advisors tailor portfolios and can help you deliver better investor outcomes at scale.
... and a suite of outsourced services.
From model trading to a fully-outsourced back office (or anything in between), Vestmark will partner with you to craft and execute the outsourced solution that's right for your organization.
Vestmark Expands Footprint
Vestmark acquires Adhesion Wealth™, located in Charlotte, NC, investing in a powerful suite of portfolio and practice management software and services for RIAs.
“Vestmark provides the technology to allow us to continue to grow our business: enhancing the client relationship, putting efficient tools in the hands of our advisors, and adding regulatory controls while unifying our legacy technology systems on one platform.”
"Now we freed up four to six days of work, but not only for me, but for two other people, so basically 12 to 18 days of time that we don't have to spend any longer on doing non-productive activities around rebalancing. This tool has given us so much more efficiency and scalability within our practice that we hope to continue to grow and spend more time with our clients and prospective clients."
"We selected Vestmark not only because of the industry leading UMA functionality the platform supports, but also their commitment to continuous innovation. Vestmark has a strong culture and proven ability to deliver engaging technology solutions that provide better outcomes to advisors and their clients."
