Vestmark

Scale the delivery of better investor outcomes

$1.4 Trillion in Assets Under Administration
4.5 Million Accounts on the Platform
1 Billion + Annual Transactions Processed
18 Years of Innovation

Scale

Easily support hundreds of thousands of households. Eliminate inefficient legacy systems and enable advisor efficiency and scalable customization.

Flexibility

Tailor your implementation and turn the dials as needed to devise a solution uniquely suited to meet your specific needs and objectives.

Control

A configurable suite of software and outsourced services that you (not your technology provider) configure and control.

Innovation

Sophisticated solutions for even your smallest relationships. Enable fixed income modeling, options strategies, UMAs and SMAs, and more.

The Platform for

Empower your home office with oversight and control. Empower your advisors with tools that can help maximize their efficiency.

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Easily tailor your investment strategies at scale, automate your investment process, and accelerate your distribution.

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Flexibly support the needs of your advisors and their investors while maintaining home office consistency and control.

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Focus on improving your efficiency, communication, and client relations with advanced technology that streamlines your operational processes.

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Create competitive advantage for your TAMP as well as the advisors and clients using your products & services.

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The portfolio management and accounting platform designed to help your firm capitalize on the broader wealth management opportunity.

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It starts with a special culture...

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We Before Me

We put the needs of the team first and aspire to bring out the best in others.

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1

Knowledge Exploration

We are curious, articulate, and proactive problem solvers who adapt to the challenges at hand using creative collaboration.

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3

Positive Energy

We value levity and encourage a glass half-full mentality.

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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.

VestmarkONE® Overview

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... 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.

Back Office Services

Model Trading Service

Vestmark Manager Marketplace™

Model Delivery Service  

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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.

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Resource Library

Innovating Wealth Technology