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VestmarkONE Named Best Retail Investment Platform in 2018 FinTech Breakthrough Awards

Wakefield, MAJune 13, 2018 Vestmark, the leading provider of wealth management solutions, is proud to announce its VestmarkONE solution was recognized as the Best Retail Investment Platform in the 2018 FinTech Breakthrough Awards.

VestmarkONE is an innovative SaaS platform that enables broker dealers, RIAS, asset managers, bank-trusts, and insurance companies to trade and manage investor portfolios. Using VestmarkONE, wealth managers can propose and enroll accounts, construct and manage portfolios, and oversee all of their clients’ investable assets. To date, VestmarkONE services over $850 billion in assets and 2.5 million accounts.

“We pride ourselves on aligning closely with our clients to develop breakthrough solutions and services that enable them to evolve their advisory programs and offerings,” said John Lunny, CEO of Vestmark. “We’re honored to receive such esteemed recognition and look forward to adding promising new features, functionality, and services to help our clients position their businesses for improved growth.”

Showcasing technologies and companies that drive innovation and exemplify the best in FinTech solutions across the globe, the FinTech Breakthrough Awards recognize the innovators, leaders and visionaries in a range of categories including Wealth Management, Personal Finance, Lending, Payments, Banking, Investments, RegTech, InsurTech and more. The 2018 FinTech Breakthrough Awards program attracted more than 3,000 nominations from across the globe.

“An impressive set of award nominations poured in from the best and brightest companies within the comprehensive FinTech ecosystem,” said James Johnson, Managing Director of FinTech Breakthrough. “It is clear that the accelerating pace of positive change driven by these FinTech leaders will benefit consumers and businesses immensely.”

Nominations were evaluated by an independent panel of experts within the FinTech industry, with the winning products and companies selected based on a variety of considerations, including innovation, design and user-experience, as well as overall technological advancement for their respective categories. A full list of 2018 winners can be found on FinTech Breakthrough’s website.

For more information on Vestmark’s solutions, please visit Vestmark’s website.

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About Vestmark

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1 trillion in assets and 4 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640, email, or visit

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