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.


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






Adding Value to Wealth Management

RIAs and Aggregators: Support Advisor Success
Efficient, advanced, personalized tax management and third-party strategies help advisors do more

Asset Managers: Solutions to Grow On
Our asset manager technology helps you launch products faster, reach audiences, and capture assets
Maximize the Power of Vestmark

Portfolio Management & Trading
Supercharged managed account platform serves as the foundation for your set of solutions

Advisor Suite
Dig deeper into the Vestmark advisor experience, which draws relevant capabilities into a single dashboard with intuitive interfaces
Powering your potential.
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.