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Tax-Aware. Client-Centered.

Investment Advisory

Enhance the capabilities of your RIA or firm with investment advisory services, including turnkey tax and transition management, as well as access to third-party strategies, all seamlessly integrated with our solutions.

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Integrates with Our Advisor Dashboard

Outsourced and third-party solutions integrate seamlessly into our Advisor Suite, putting more solutions at advisors’ fingertips

Powered by the Vestmark Platform

Outsourced tax management and fixed income transactions are conducted via the Vestmark platform, ensuring scale and reliability

Expertise from Our Own RIA

Vestmark's seasoned internal advisory experts review and oversee transactions, putting our experience in your hands

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Put Our Investment Expertise to Work For You

Wealth firms and asset managers can unlock growth potential by tapping into Vestmark Investment Advisory solutions and our investment management platform.

Offload Complex Functions

Tax management, tax transitions, and direct indexing can eat up time and resources—we handle it all automatically with rules set by you

Gain Time to Focus on What Matters

The less time spent managing tax implications, the more time is available to focus on what matters—working with clients or developing strategies

Expand Offerings

Wealth firms can gain access to Vestmark’s Manager Marketplace, with thousands of third-party strategies, and integrate fixed income seamlessly

Outsource Risk

For any functions outsourced to Vestmark, you reduce your own risk and benefit from our expertise and experience handling these transactions

Asset Managers: Expand and Enhance

Asset managers also gain by partnering with Vestmark: use our solutions to bring products to market and expand your reach through Vestmark's Manager Marketplace

Fee Flexibility & Seamless Integration

Our fee transparency and white label services let you structure and deliver offerings your way

Essential Solutions at Your Fingertips

Vestmark Investment Advisory Tax Settings
Vestmark Investment Advisory Tax Transition Analysis
Vestmark Investment Advisory Manager Marketplace
Vestmark Investment Advisory Direct Indexing
Vestmark Investment Advisory Fixed Income
Vestmark Investment Outsourced Services

Adding Value to Wealth Management

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RIAs and Aggregators: Support Advisor Success

Efficient, advanced, personalized tax management and third-party strategies help advisors do more

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Asset Managers: Solutions to Grow On

Our asset manager technology helps you launch products faster, reach audiences, and capture assets

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Maximize the Power of Vestmark

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Portfolio Management & Trading

Supercharged managed account platform serves as the foundation for your set of solutions

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Advisor Suite

Dig deeper into the Vestmark advisor experience, which draws relevant capabilities into a single dashboard with intuitive interfaces

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Powering your potential.

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Vestmark is more than a tech firm. We are a partner, sharing insights and problem-solving skills we have developed while serving the largest and most complex wealth businesses, adapted to meet your needs.

©2025 Vestmark, Inc. All rights reserved. Reproduction in whole or in part in any form or medium without express written permission is prohibited. Vestmark, VAST, and the Vestmark icon are registered trademarks. Other trademarks contained herein are the property of their respective owners. Vestmark believes that the information in this publication is accurate as of its publication date; such information is subject to change without notice.

Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.