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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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Efficient Integrations

Make the most of the tech you already have—Vestmark integrates seamlessly with your existing systems to build a solution around our platform

Accessible Expertise

We’re more than RIA technology, partnering with each firm to uncover and unlock unique opportunities through our solution

Supporting Transitions

Tax-aware overlays help you efficiently take on accounts, whether from acquisitions or next-generation clients

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Leading RIAs: Taking You to the Next Level

As RIAs reach their next growth milestone, old tech may hit its limit. Vestmark has an RIA platform and tools to support the next phase—and the one after that.

  • Intuitive advisor dashboard: Built for faster outcomes
  • A partner who keeps pace: You won’t outgrow us.
  • Tax management: Easily optimize across asset types.
  • AI enhancements: Speed up tasks and surface insights.
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Growing through acquisition? Our Tech Stack Unites

In addition to supporting the business of RIAs, acquiring firms have unique needs as a central support system for growing and newly acquired firms.

  • Standardization made simple: One unified tech stack.
  • Onboarding efficiency: Bring new RIAs in smoothly.
  • Unlock firm value: Boost efficiency and revenue potential.
  • Evolve as you grow: Expand offerings as needed.

Built Around Your Needs

Scale

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

Simplicity

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

Time Savings

Automate operational workflows so advisors can focus on relationships

Options

Our Manager Marketplace lets advisors pick from thousands of top strategies

Efficiency

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

Flexibility

Configure your implementation and set rules to suit your unique approach

Your Needs, Our Solutions

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Advisor Suite

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

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Investment Advisory

Outsourced, tax-aware investment management efficiently extends the capabilities of firms and advisors

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Let’s Take Your Firm Further

Contact US
Corp. Headquarters
100 Quannapowitt Pkwy
Suite 205
Wakefield, MA 01880
Cambridge
One Kendall Square
Building 200
Cambridge, MA 02139
Careers Company
Contact

781-224-3640

Support

We are committed to providing superior support to our users so that they can focus on the important work of helping investors reach their financial goals.

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©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.