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Unleashing the Potential for RIAs

As RIAs and RIA aggregators gear up for a period of unprecedented growth, Vestmark is ready with advisor technology solutions and services that open bottlenecks and drive value.

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Built to Power the Next Phase of RIA Growth

Whether you're a leading RIA or an aggregator scaling a network, Vestmark delivers the technology and partnership to keep you ahead.

  • Consistency Made Easy

    Standardize key workflows, onboard new firms faster, and support advisors with intuitive tools

  • Grow Without Limits

    A platform that evolves with your business—no need to rip and replace

  • Optimize with Intelligence

    Embedded tax-aware tools and AI enhancements drive efficiency, insight, and impact

Every piece of the Vestmark solutions suite is built to empower and advance your business.

  • Scale

    Our RIA platform is ideal for $5 billion+ AUM and easily manages much more

  • Simplicity

    A powerful but streamlined advisor dashboard puts data where it’s needed

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  • Time Savings

    Automates operational workflows so advisors can focus on relationships

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  • Options

    Our Manager Marketplace lets advisors pick from thousands of top strategies

    Vestmark Manager Marketplace dashboard showing investment strategies, managers, and subscription status.

  • Efficiency

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

  • Flexibility

    Configure your implementation and set rules to suit your unique approach

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    Solving Challenges Together

    Vestmark RIA technology builds on what makes your firm successful, helping you optimize operations so you can grow and evolve faster.

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    • Efficient Integrations

      Our platform integrates smoothly with your existing systems, creating a unified solution tailored to your business

    • Accessible Expertise

      We work with each firm to uncover and unlock unique opportunities utilizing our solutions

    • Supporting Transitions

      Tax-aware overlays streamline onboarding for acquisitions and next-gen client accounts

    One Powerful Platform. Your Evolved Solution.

    Each Vestmark client is unique. By assembling the right solution set from our core platform and overlay capabilities, we help clients build a blueprint for the future.

    Outsourced services

    In addition to providing software, we can handle operations and trading to let you focus on clients.

    AI tools are developed and utilized by Vestmark, Inc. and are not part of the investment advisory services provided by its subsidiary Vestmark Advisory Solutions, Inc.