About Vestmark
For more than two decades, Vestmark has delivered back-office and advisory technology to help leading wealth firms, managers, and advisors grow AUM, add accounts, expand teams, and extend new offerings.
Contact UsWhat Makes Vestmark a Unique Wealthtech Partner
Built for Wealth Firms
Vestmark is firmly rooted as both a leading technology provider and a trusted financial partner.
-
20+ Years of Experience
Our solutions are real-world-tested, supporting millions of accounts for the industry’s top firms.
-
Right-Sized for Success
From emerging firms to global enterprises, we deliver scalable solutions tailored to your goals.
-
Able to Move Fast
With proven solutions at hand, we adapt, enhance, and customize at the clients’ pace.
-
Privately Held
We have a focus on long-term success—we aren’t at the mercy of markets or investors.
-
Trusted, Long-Term Clients
Our loyal client base provides stability, perspective, and experience across firm types.
Building Better Solutions Together
At Vestmark, we foster a culture of innovation, partnership, and growth—holding ourselves to the same high standards our clients expect in a fast-changing industry. We know firms need more than off-the-shelf software, which is why collaboration drives everything we do.
Contact Us
-
Partner for Smarter Growth
We surface key priorities and transform them into clear, actionable strategies for your business
-
Solutions Built Around You
Our technology adapts to your goals, delivering scalable solutions without sacrificing personalization
-
Driving Client Success Together
Through close collaboration, we ensure seamless deployment and sustained long-term performance
Industry Recognition
-
- One of three winners in Wealthtech Firm of the Year category
-
- Firm of the Year at Wealth Solutions Report (WSR)
-
- Outstanding Achievement in Direct Indexing
-
- 100 Best Midsize Places to Work in Boston
A Legacy of Innovation, A Vision for Tomorrow
Vestmark’s proven track record provides the foundation to expand capabilities and address the evolving challenges our clients will face in the years ahead.
-
2001
Vestmark is founded
-
2011
Introduces VestmarkONE unified wealth management platform
-
2016
Surpasses $500 billion in assets on platform
-
2018
Surpasses $1 trillion in assets on platform
-
2022
Karl Roessner joins firm as CEO
-
2023
Launches new outsourced portfolio management solution, Vestmark VAST
-
2024
Partners with BlackRock to offer custom model portfolio offerings
-
2025
Launches tax-managed unified managed account (UMA) incorporating alternative investments
You know where you want to go. We help you get there.
Vestmark is your partner in growth. We bring insights and problem-solving expertise gained from serving some of the largest wealth firms and adapt them to meet your needs.
Contact Us
The 2025 WealthTech Americas Awards recognize organizations for “demonstrated innovation and excellence during the last year.” Judging is conducted by a panel of independent experts with deep experience in family office and wealth management. Vestmark received the award on February 20, 2025, and paid $6,495 for rights to use the WealthTech Americas Award logo.
The 2024 WealthManagement.com Industry Awards winners were determined by a panel of independent judges representing top industry leaders. Selection was based on both quantitative measures (scope, scale, adoption, feature set) and qualitative factors (innovation, creativity, delivery methods) over the 12 months ending April 2024. On September 4, 2025, Vestmark VAST was awarded first place in the Direct Indexing/Technology Providers category. Vestmark did not pay to be considered.
The WealthTech Firm of the Year Award recognizes the top three technology providers serving non-institutional wealth managers with at least $250 million in assets. Winners are chosen by the Wealth Solutions Report editorial team. Vestmark ranked among more than 30 firms and received the award on January 29, 2024. Vestmark did not pay to be considered.