Your Growth Engine
We simplify personalized investing at scale so you can deliver customized solutions to more clients.
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The Numbers:
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- $1.6T+ 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
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Personalized Investing at Scale®
Recognized Leadership
For more than a decade, Vestmark technology has been consistently recognized by both the wealth management industry and the business community.
We're Here to Help
Learn more about how Vestmark solutions can be the growth engine for your business. Contact our business development team today.
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.
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.
In the ThinkAdvisor 2023 Luminaries awards, Vestmark VAST was awarded first place in the Financial & Investment Innovation for Fintech/TAMP Platforms Category. It was ranked against 28 finalists. Vestmark did not pay to be considered for the awards.