Our Innovation.
Your Acceleration.
Trusted by major wealth companies for over 20 years, our flexible portfolio and account management technology, tax-aware investing, advisor tools, and expert insights help firms take flight.
We Bring New Perspectives. You Benefit.
You’ll Never Outgrow Us
We’ve helped the largest wealth and asset managers grow for over 20 years—and can help you, too
A Partner, Not Just a Provider
We don’t just offer products and services—we partner with clients to future-proof their business
Supporting Speed to Market
Vestmark rapidly deploys solutions that can cost-effectively support growth for years
Modern Tools for Modern Advisors
Our solutions are always evolving to meet advisor needs, including using AI to enhance efficiency
Grow Your Business, Your Way
Our proven solutions enable growth in clients, AUM, revenue, valuation, and your bottom line
Flexible Integration
We integrate with existing tech stacks and provide a path to develop and grow new capabilities
Built for Firms That Lead
RIAs
We Enable Rapid Rollups and Rollouts
Whether your firm is growing through acquisition or rapid expansion, our partnership keeps you rolling
Broker Dealers & Banks
A Proven Partner for Wealth Management
First built for top, large-scale wealth managers, we can help extend your reach and optimize your home office
Asset Managers
Long-term Support for Platforms & Portfolios
Our platform helps you launch products faster, reach new audiences, capture assets, and add revenue
Entrusted by Leaders and Innovators
6 of the top 10 managed account program sponsors choose Vestmark
- $1.7T+ Platform Assets on the VestmarkONE Platform
- 4.5M+ Investor Accounts on the VestmarkONE Platform
- 72,000+ Financial Advisors Supported
- 20+ Years of Supporting Managed Account Programs
Entrusted by Leaders and Innovators
6 of the top 10 managed account program sponsors choose Vestmark
- $1.7T+ Platform Assets on the VestmarkONE Platform
- 4.5M+ Investor Accounts on the VestmarkONE Platform
- 72,000+ Financial Advisors Supported
- 20+ Years of Supporting Managed Account Programs
Advanced Features and Experience
Focus on Advisor Enablement
Turn-key, intuitive tools help advisors scale up and succeed—and help you recruit and retain them
Our Own Manager Marketplace
Helping match top advisors to 1400+ strategies from 220+ of the best asset managers
Full-Featured UMAs
Realize the full potential of Unified Managed Accounts that support multiple asset classes
Fee Flexibility & Integration
Our fee transparency and white label services let you structure and deliver offerings your way
After 20 years in this space, we know that trust and innovation go hand in hand. That’s what our partners get when they work with Vestmark.
Our clients want flexibility and control without the burden of complexity. That’s exactly what we deliver.
AI should make the advisor’s job more human, not less. We use it to surface insights, save time, and unlock deeper connections.
Success isn’t just about implementing our solutions. It’s about staying close, solving fast, and helping our partners grow long after go-live.
We’re not here to push a platform—we’re here to solve for what makes your business unique.
Helping firms turn complex portfolios into tax-smart, client-aligned solutions is one of the most rewarding parts of what we do.
One Powerful Platform. Your Evolved Solution.
Each Vestmark client is unique. By assembling the right solution set from our core platform and overlaid capabilities, we help clients build a blueprint for the future.
New at Vestmark
You know where you want to go.
We help you get there.
The 2025 WealthTech Americas Awards are designed to recognize outstanding organizations, with winners selected according to their “demonstrated innovation and excellence during the last year.” The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector. Vestmark paid $6,495 for permission to use the WealthTech Americas Award logo.
Wealthtech Firm of the Year is awarded to the top three firms providing technology solutions for firms that operate within the non-institutional wealth management space. Firms must serve a minimum of $250 million in assets. Winners are selected by the Wealth Solutions Report editorial team. Vestmark was ranked among more than 30 firms and did not pay to be considered for the award.
For the 2024 WealthManagement.com award, a panel of independent judges made up of top names in the industry determined the winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery, over the past 12 months ended April 2024. Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category and did not pay to be considered for the award.