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Who We Serve

Opening New Frontiers for Asset Managers

Vestmark’s managed services for asset management firms helps them launch products faster, reach further, and efficiently deliver personalized, tax-managed strategies.

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Asset Manager analyzing market data with Vestmark dashboard showing tax reserve details and capital gains budget.

Expand Your Reach, Grow Your Business

Vestmark helps asset managers seize new opportunities and optimize operations to drive success internally and externally.

  • Scalable Solutions

    Customizable tools that evolve alongside your growing offerings

  • Broader Distribution

    Access new markets through our model marketplace and tax management

  • Operational Efficiency

    Accelerate product launches and boost scale with streamlined trading

Every piece of the Vestmark solutions suite is designed to deliver on our core promises.

  • Control

    We give you a centralized hub and connectivity to all major distribution partners

  • Customization

    We offer a wide range of strategies and services easily tailored to your approach

    Vestmark Manager Marketplace dashboard showing investment strategies, managers, and subscription status.

  • Flexibility

    Modular components let you build a platform to serve your most pressing needs

    Icon of adjustment sliders representing customization and control features.

  • Risk Management

    Centrally manage, trade, and track your accounts, helping minimize risk

    Bar chart showing account rebalancing distribution across different percentage ranges.

    Your Partner For the Long Haul

    With decades of expertise, Vestmark is your long-term partner, delivering ongoing growth and support. More than a tech provider, we help solve key challenges.

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    Smiling financial professional with Vestmark dashboard showing investment restrictions and asset class options including private assets and alternatives.

    • Efficient Tax Management

      Vestmark’s advisory solutions offer turnkey tax-managed services to support growth

    • Broad Strategy Support

      From SMAs to ETFs, we enable greater customization across all investment vehicles

    • Outsourcing Made Easy

      Offload trading operations—fully or partially—to focus on managing strategies

    One Powerful Platform. Your Evolved Solution.

    Each Vestmark client is unique. By assembling the right solution set from our core platform and overlay capabilities, we help clients build a blueprint for the future.

    Outsourced services

    In addition to providing software, we can handle operations and trading to let you focus on clients.