For over twenty years broker-dealers, investment managers, bank trusts, and advisors have turned to Vestmark to help them improve their operating models and to provide better investor outcomes.
In today’s fast-paced, digital environment your investors depend on you to provide an experience that mirrors the speed, transparency, and convenience they have come to expect across all other information exchanges. The future of your firm depends on whether your service model is flexible enough to meet investor demand for information across all channels, all the time.
Since 2001, Vestmark has worked with leading wealth management firms to deliver solutions that provide seamless advice delivery, and compliance with industry regulation, while growing their businesses. Our team of over 400 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology.
In 2021, Vestmark celebrated 20 years of growth, reflecting on our teammates’ hard work and appreciating the clients whose shared successes have propelled us here. There have been plenty of challenges along the way, and though we have been extraordinarily lucky at times, one of the keys to our success has been the ability of our team to turn that luck into opportunity.
From our start in 2001, we’ve upheld a corporate mission to enable investors to better their financial well-being. We do this through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives. We strive to be the most highly regarded financial technology provider across all of our segments.
Vestmark Continues to Garner Industry Recognition for its Dedication to Employee Wellness, Professional Growth, and Team Collaboration
Individual and team growth are prerequisites for organizational growth, and it is vital for Vestmark's driven and passionate professionals to have a dynamic, collaborative, and creative environment where they can advance along with the company as a whole.
We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career.
The Vestmark Leadership team is comprised of savvy entrepreneurs and industry experts, bringing years of experience to a growing company.
Vestmark maintains a vast network of partners to complement our product offerings and improve technology standards.