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Vestmark Wins 2nd WealthBriefing WealthTech Americas Award for VestmarkONE®

WAKEFIELD, Mass. – February 25, 2025 – Vestmark, Inc., a leading provider of wealth management software and services, was awarded the WealthBriefing WealthTech Americas Award 2025 in the Portfolio and Wealth Management category for its VestmarkONE® platform. This award recognizes technology firms that are providing innovative, user-friendly portfolio and wealth management solutions in the U.S.

The VestmarkONE platform has been providing personalized investing at scale for the past 20 years, so Vestmark's wealth management clients can deliver customized solutions to more of their clients. The platform can power the full workflow:

  • Profiling a prospect
  • Constructing a portfolio and generating a proposal tailored to that investor
  • Opening an account
  • Managing, trading and rebalancing a client portfolio
  • Reporting and billing on a client account or household

Currently 6 of the top 10 managed account providers utilize the VestmarkONE® platform.

For a complete list of winners, please visit: clearviewpublishing.com/events/the-fourth-annual-wealthbriefing-wealthtech-americas-awards-2025

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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.