One UMA. Endless Possibilities.

Giving RIAs a more flexible custom models experience by combining funds, ETFs, SMAs, direct indexing, and private assets in a single account.

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Vestmark proposals dashboard displaying tax planning and tax overlay capabilities. The interface includes client tax information, capital gains budgeting, asset allocation analysis, and tax-loss harvesting opportunities across multiple accounts to support tax-efficient portfolio management.

Empowering Growth For

A More Powerful, Flexible UMA for RIAs

Personalization at Scale

With Vestmark, advisors move beyond traditional model portfolios with a unified managed account platform that brings multiple investment capabilities together in a single account.

ETFs
Mutual Funds
Equity SMAs
Fixed Income SMAs
Direct Indexing
Alternative Investments and Private Assets

Built-In Tax Management

Vestmark's smart tax capabilities help firms support more personalized investor outcomes through:

Wealth management platform highlighting personalization and tax management capabilities, with dashboard views tailored to advisor and client needs.

Tax Optimization Across All UMA Sleeves

Coordinate tax management across the entire portfolio for a more personalized investor experience.
Active Daily Tax-Loss Harvesting

Capture opportunities created by short-term market volatility.
Tax-Aware Rebalancing

Keep portfolios on target while incorporating tax considerations into trading decisions.
Tax-Efficient Account Transitions

Help advisors transition assets into new strategies with greater tax efficiency.
Proposal and Transition Tools

Make personalization at scale easier for advisors.

The Agility of a Modern Wealthtech Partner. The Scale of an Industry Leader.

Vestmark combines the responsiveness and flexibility of a focused wealthtech provider with the scale, experience, and operational depth expected from the industry leader in enterprise managed account platforms.

$2T+ Assets Supported

Trusted by leading wealth firms to support over $2T in assets, delivering the scale, stability, and performance required for complex portfolios.
5M+ Accounts

Built to support more than 5M accounts with precision, enabling firms to deliver personalized strategies at scale without added complexity.
6 of the Top 10 Managed Account Platforms

Some of the industry's largest managed account providers rely on Vestmark to power personalized investment solutions at scale.

Firms choose Vestmark because they don't have to choose between innovation and scale.

We chose Vestmark because of the strength of their technology, their roadmap for the future.

Nate Garrison CIO, World Investment Advisors

Your Dedicated Support Team

Enterprise Sales and Channel Management supporting RIAs and their due diligence, as well as a dedicated Advisory Consultant team focused on your onboarding and operations.