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Industry Partnerships

Vestmark partners with industry leaders to deliver technology integrations that extend the value of our platform.

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Built to Work With Your Ecosystem

By fostering industry partnerships, we extend platform capabilities, helping firms embrace new opportunities and stay ahead with future-ready solutions.

  • Asset Managers

    We partner with leading asset managers, giving advisors seamless access to top investment expertise and strategies that help them build stronger, more diversified portfolios for investors

  • Custodial Integrations

    Vestmark connects seamlessly with 45+ leading custodian sponsors, ensuring flexibility and choice for advisory firms

  • Data and Process Integrations

    Vestmark partners with firms to connect our platform seamlessly with a broad range of business solution providers

BlackRock Custom Model Solutions

We've teamed with BlackRock to enhance custom model solutions for registered investment advisors (RIAs). By combining Vestmark’s tax management capabilities across equities, ETFs, and separately managed accounts (SMAs) with BlackRock's portfolio construction capabilities, financial advisors can offer personalized investment solutions at scale.

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  • Construct Multi-Asset Portfolios

  • Simple to Use Advisor Interface

  • Ongoing Tax Management

  • Dedicated Advisory Consultants

BlackRock is a premier provider of global investment management services. They have been entrusted to manage $11.4 trillion across equity, fixed income, alternatives, multi-asset, and cash management strategies for institutional and retail clients1. BlackRock collectively supports millions of people around the world by working alongside institutions and financial advisors as they contribute to the financial well-being of those who depend on them.

Since its founding in 1988, BlackRock has consistently invested to create a globally diverse investment platform – with index and active funds, across equities, fixed income, multi-asset, alternative and cash strategies – industry-leading portfolio construction and risk management technology, and deep global capital markets expertise. BlackRock believes the diversity of its platform, across asset classes, investment styles and regions, positions them to serve clients through market cycles and deliver whole-portfolio solutions to meet clients’ evolving needs. BlackRock believes that, from its original founders to the leadership today, they have sought to put clients’ needs and interests first, use data to drive investment insight and decision, make understanding managing risk a passion and encourage a culture that champions technology and innovation.

There is no assurance that a separately managed account (“SMA”) will achieve its investment objective. SMAs are subject to market risk, which is the possibility that the market values of the securities in an account will decline and that the value of the securities may therefore be less than what you paid for them. UMAs are not suitable for all investors and should be evaluated for suitability by their Financial Professional prior to investing. Investment strategies that seek to enhance after-tax performance may be unable to fully realize strategic gains or harvest losses due to various factors. Market conditions may limit the ability to generate tax losses. Tax-loss harvesting involves the risks that the new investment could perform worse than the original investment and that transaction costs could offset the tax benefit. Also, a tax-managed strategy may cause a client portfolio to hold a security in order to achieve more favorable tax treatment or to sell a security in order to create tax losses. Prospective investors should consult with a tax or legal advisor before making any investment decision.

1. AUM as of 9/30/24