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Who We Serve

Built to Advance Broker-Dealers & Banks

Large firms can simplify current complexities and be ready for future growth by partnering with us to deploy our suite of integrated solutions.

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A Proven Partner for Success at Scale

Our platform first supported the home offices of top firms, and evolved over decades into a suite of best-in-class wealthtech solutions.

  • Built for Scale

    Our core trading and rebalancing, account management, and advisor support were built for the nation’s largest firms – and can support yours, too

  • Here to Stay

    Vestmark has decades of experience solving challenges and optimizing operations, proving we know how to stay ahead of the curve

  • Balance Risk With Advisor Autonomy

    Find the right middle ground to ensure all workflow guidelines are met while giving advisors the flexibility they want

Every piece of the Vestmark solutions suite is built to empower and advance your business.

  • Scale

    Easily support hundreds of thousands of investor households and accounts

    Bar chart showing household annualized performance with 3,278 total investor households highlighted.

  • Efficiency

    Eliminate redundancies and connect teams - Ops, Product, Compliance, and Investment

    Diagram showing connected workflows across Ops, Product, Compliance, and Investment teams.

  • Flexibility

    Configure your implementation and set rules to suit your unique approach

  • Control

    Tailor your unique approach to portfolio management, trading, compliance, and reporting

    Icon of a person with a pie chart representing client account management.

  • Automation

    Automate operational workflows so advisors can focus on relationships

  • Time Savings

    Unlock capacity for advisors and support teams so they can serve more clients

    Diagram showing collaboration and data flow between advisors, clients, and support teams

    Partners in Growth

    Vestmark solutions build on what makes your firm successful, helping you optimize operations so you can grow and evolve faster.

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    • Optimize Your Home Office

      Efficiency improvements create opportunities to grow your top and bottom lines

    • Our Solutions Help You Innovate

      Ongoing Vestmark enhancements and customization let you expand your offering

    • Attract and Retain Advisors

      A modern, proven platform attracts top talent to fuel your future growth

    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.