Vestmark

Let's Talk
Opening New Frontiers for

Asset Managers

Vestmark’s managed services for asset management companies help them launch products faster, reach a broader audience, and efficiently deliver personalized, tax-managed strategies.

Website hero audience asset managers

Efficient Tax Management

Through our advisory solutions arm, Vestmark offers comprehensive turnkey tax-managed services to help grow your business

For All Offerings

We support all kinds of strategies—including institutional, SMA, ETF, or mutual funds—and can help you offer increased customization

Opportunity for Outsourcing

Consider offloading all or part of your operations through our trading service so you can focus on managing your strategies

Vestmark asset manager solutions

Expand Your Reach, Grow Your Business

Vestmark helps asset managers seize new opportunities and drive operational success. Our customizable solutions scale with your business, while our model marketplace and tax management tools expand your reach. With simplified implementation and a powerful trading engine, you can bring products to market faster and operate more efficiently.

The Support You Need

Control

We give you a centralized hub and connectivity to all major distribution partners

Flexibility

Modular components let you build a platform to serve your most pressing needs

Customization

Offer a wide range of strategies and services easily tailored to your approach

Risk Management

Centrally manage, trade, and track your accounts, helping minimize risk

Your Needs, Our Solutions

Solutions advisor suite 1172x704

Advisor Suite

Our intuitive advisor technology delivers comprehensive capabilities—including proposal generation, reporting, and trading & rebalancing—to streamline client service and drive efficiency

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.