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VestmarkONE®

An innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios.

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A portfolio management service that delivers the power of personalized investing and individual tax management.

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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.

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$1.5T+ Platform Assets

72,000+ Advisors Supported

5M+ Accounts On 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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$1.5T+ Platform Assets

72,000+ Advisors Supported

5M+ Accounts On Platform

Solutions for:

Broker Dealers
Asset Managers
Bank Wealth
RIAs
TAMPs

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
5M+ Investor Accounts on the VestmarkONE Platform
72,000+ Financial Advisors Supported
20+ Years of Supporting Managed Account Programs

New at Vestmark

Category: Blog

Why Outsourcing Can Be Even More Valuable than You Imagine

Category: Video

Tax Alpha – How Can We Do Better for End Clients?

Category: Press Release

Vestmark Expands Leadership Team, Naming Karl Roessner CEO

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.

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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.

$1.5T+ Platform Assets

72,000+ Advisors Supported

5M+ Accounts On the Platform

Corp. Headquarters

100 Quannapowitt Pkwy

Suite 205

Wakefield, MA 01880

New Jersey

1 Evertrust Plaza

Jersey City, NJ 07302

Charlotte

5925 Carnegie Blvd

Suite 500

Charlotte, NC 28209

VestmarkONE Careers Company

Contact

781-224-3640

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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.

Upcoming Events

DEC 7-9 Citywire RIA Miami Retreat

JAN 23-25 FSI OneVoice

MAR 29-30 MMI Summit

©2022 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, 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., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub-advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Jersey City, NJ. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.

Plan & Profile

Propose & Onboard

Manage & Monitor

Report & Review

Personalized Portfolios

Focused Index Portfolios

VAST Insights

Your Growth Engine

Let's Talk Solutions

Solutions for:

The Numbers:

New at Vestmark

Why Outsourcing Can Be Even More Valuable than You Imagine

Tax Alpha – How Can We Do Better for End Clients?

Vestmark Expands Leadership Team, Naming Karl Roessner CEO

Innovating Wealth Technology

Recognized Leadership

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