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Unified Managed Account (UMA)
Plan & Profile

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Propose & Onboard

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Model Management

Advanced Trading & Rebalancing

Tax-Sensitive Trading Capabilities

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Multi-Custody Connectivity

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Sleeve-level Accounting

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VestmarkONE® Platform Wins WealthManagement.com Award

Awarded for Unified (All-in-One) Systems

Read More

Michael Blundin Named Chief Executive Officer

Blundin has led multiple divisions at Vestmark since 2004

Read More
VestmarkONE® The Platform for
- Broker-Dealer
- Asset Manager
- Bank Wealth
- RIA
- TAMP
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VestmarkONE® Demo

Let us show you how Vestmark solutions can help your firm build scale and efficiency, help you and your advisors improve investor outcomes, support your strategic vision, and solve your unique business challenges.

Let's Talk Solutions

The VestmarkONE® platform powers the full workflow of profiling a prospect, constructing a portfolio and generating a proposal tailored for that investor, opening an account, managing/trading/rebalancing a client portfolio, reporting and billing on an account or household…. all in an efficient, tax-sensitive way that even allows for scalable customization.

$1 Trillion + Platform AUA

1 Billion + Annual Transactions

4 Million + Accounts On the Platform

Your Growth Engine

We make personalized multi-asset portfolios easy so you can drive revenue faster, improve productivity and reach new audiences.

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Let's Talk Solutions

$1 Trillion + Platform AUA

1 Billion + Annual Transactions

4 Million + Accounts On the Platform

Solutions for

Broker Dealer
Asset Manager
Bank Wealth
RIA
TAMP

The Numbers:

Learn why 6 of the top 10 managed account program sponsors choose Vestmark. Learn More

$1.5T Platform Assets on the VestmarkONE Platform
5.4M Investor Accounts on the VestmarkONE Platform
500M Transactions Processed Daily on the VestmarkONE Platform
20+ Years of Supporting Managed Account Programs

New at Vestmark

Category: Thought Leadership

Direct Indexing Strategies at Scale: A Practical Approach for Investment Professionals

Category: Blog

Making the Transition from Institutional to Retail: How Institutional Managers Can Succeed with Retail SMAs

Category: Press Release

Vestmark Names Company Veteran Michael Blundin as Chief Executive Officer

Innovating Wealth Technology

vestmarkone-the-next-generation-uma — VestmarkONE: The Next Generation UMA

Recognized Leadership

For more than a decade, Vestmark technology has been consistently recognized by both the wealth management industry and the business community.

Learn More

Contact Us

Learn more about how Vestmark solutions can help your firm address your unique challenges. Contact our consultative business development team who can help you figure out how to take the next steps.

$1 Trillion + Platform AUA

1 Billion + Annual Transactions

4 Million + Accounts On the Platform

Corp. Headquarters

100 Quannapowitt Pkwy

Suite 205

Wakefield, MA 01880

Boston

280 Summer Street

10th Floor

Boston, MA 02210

New Jersey

1 Evertrust Plaza

Jersey City, NJ 07302

Chicago

150 North Wacker Dr.

Suite 1120

Chicago, IL 60606

Charlotte

5925 Carnegie Blvd

Suite 500

Charlotte, NC 28209

VestmarkONE Careers Company

Contact

781-224-3640

Support

We are committed to providing superior support to our users so that they can focus on the important work of helping investors reach their financial goals.

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©2021 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., strives to enable financial institutions and advisors to efficiently manage and trade investor portfolios through an innovative SaaS platform. VAS is a registered investment advisor. Registration does not imply a certain level of skill or training. VAS has its principal office in Washington, DC with a place of business in Jersey City, NJ.

Plan & Profile

Propose & Onboard

Manage & Monitor

Report & Review

VestmarkONE® Platform Wins WealthManagement.com Award

Michael Blundin Named Chief Executive Officer

Your Growth Engine

Let's Talk Solutions

Solutions for

The Numbers:

New at Vestmark

Direct Indexing Strategies at Scale: A Practical Approach for Investment Professionals

Making the Transition from Institutional to Retail: How Institutional Managers Can Succeed with Retail SMAs

Vestmark Names Company Veteran Michael Blundin as Chief Executive Officer

Innovating Wealth Technology

Recognized Leadership

We're Here to Help

Contact Us