Vestmark

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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.

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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

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RIAs

We Enable Rapid Rollups and Rollouts

Whether your firm is growing through acquisition or rapid expansion, our partnership keeps you rolling

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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

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Asset Managers

Long-term Support for Platforms & Portfolios

Our platform helps you launch products faster, reach new audiences, capture assets, and add revenue

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Entrusted by Leaders and Innovators

6 of the top 10 managed account program sponsors choose Vestmark

  • $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

Entrusted by Leaders and Innovators

6 of the top 10 managed account program sponsors choose Vestmark

  • $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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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

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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.

Portfolio Management & Trading

Advisor Suite

Investment Advisory

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.

©2025 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 Wakefield, MA. 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.