Vestmark Wins Wealthtech Firm of the Year at Wealth Solutions Report (WSR) Wealth Exemplar Awards

WAKEFIELD, Mass. – February 6, 2024 – Vestmark, Inc., a leading provider of wealth management software and services, was declared one of three winners in the Wealthtech Firm of the Year category at the Wealth Solutions Report (WSR) Wealth Exemplar Awards. The awards, announced during the Financial Services Institute 2024 OneVoice Conference in Orlando, Florida, recognized key players in wealth management for their achievements in 2023.

“Vestmark is not only a wealthtech firm that can meet the evolving needs of today’s advisors, we are committed to helping all of our clients grow and succeed,” said Vestmark’s Chief Executive Officer Karl Roessner. “It’s an honor to be recognized as an industry leader among other notable companies, and we are grateful for this recognition from Wealth Solutions Report.”

Founded in 2001, Vestmark supports some of the largest and most respected wealth management firms. With a mission to support business growth for wealth management firms and financial advisors, Vestmark helps empower them to efficiently manage and trade customized client portfolios.

Vestmark's groundbreaking technology platform, VestmarkONE®, has been supporting wealth management firms for over two decades. The recent introduction of Vestmark VAST®, an outsourced portfolio management solution, takes personalization and tax management to new heights. Powered by VestmarkONE, VAST is an innovative solution that facilitates tax-efficient transitions of assets, simplifies advisor-client interactions, and ultimately saves time for advisors, allowing them to focus on building stronger client relationships.

Ananya Balaram, Chief Revenue Officer, said at the award ceremony, “At Vestmark, we understand the complexities that firms and advisors face in personalizing portfolios. We're here to help – to provide the means to personalize portfolios at scale. Our VAST offering simplifies the conversation between advisors and their clients.”

For a complete list of winners, please visit:

Wealthtech Firm of the Year is awarded to the top three firms providing technology solutions for firms that operate within the non-institutional wealth management space. Firms must serve a minimum of $250 million in assets. Winners are selected by the Wealth Solutions Report editorial team. Vestmark was ranked among more than 30 firms and did not pay to be considered for the award.

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