Vestmark

Let's Talk
Built to Advance

Broker-Dealers & Banks

Broker-dealers and banks can manage current complexities and be ready for future growth by partnering with Vestmark to deploy our suite of integrated solutions and services.

Vestmark Audience Broker Dealer Bank Hero

Optimize Your Home Office

Efficiency improvements create opportunities to grow your top and bottom lines

Our Solutions Help You Innovate

Ongoing Vestmark enhancements and customization let you expand your offering

Attract and Retain Advisors

A modern, proven platform attracts top talent to fuel your future growth

Vestmark broker dealer trading rebalacing

Built for Scale. Backed by Experience. Ready for You.

Vestmark’s platform was built first to support the home offices of top firms, and evolved over decades to encompass a range of best-in-class wealthtech solutions, including large-scale trading, rebalancing, and advisor support solutions. Backed by two decades of experience, we help firms solve challenges, optimize operations, and balance risk with advisor autonomy so they are prepared for what’s next.

Scale

Easily support hundreds of thousands of investor households and accounts

Efficiency

Eliminate redundancies and connect teams—Ops, Product, Compliance and Investment

Flexibility

Configure your implementation and set rules to align with your strategy

Control

Tailor your unique approach to portfolio management, trading, compliance, and reporting

Automation

Automate operational workflows so advisors can focus on relationships

Time Savings

Unlock capacity for advisors and support teams so they can serve more clients

Your Needs, Our Solutions

Solutions portfolio management 1172x704

Portfolio Management & Trading

Supercharge your operations with robust, massively scalable core capabilities and powerful new features for your advisor base

Learn More

Solutions investment advisory 1172x704

Investment Advisory

Outsourced, tax-aware investment management efficiently extends the capabilities of firms and advisors

Learn More

Let’s Take Your Firm Further

©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.