Vestmark
HQ Address
100 Quannapowitt Pkwy, Suite 205, Wakefield, MA 01880, United States
Website Address
Business introduction
Where Innovation Meets Acceleration
For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive
For more than two decades, Vestmark has helped leading wealth firms, managers, and advisors grow AUM, add accounts, expand teams, and extend new offerings.
What makes Vestmark a unique WealthTech partner
20+ years of experience
Our solutions are real-world-tested, supporting millions of accounts for the industry’s top firms.
Right-sized for success
From emerging firms to global enterprises, we deliver scalable solutions tailored to your goals.
Able to move fast
With proven solutions at hand, we adapt, enhance, and customize at the clients’ pace.
Privately held
We have a focus on long-term success—we aren’t at the mercy of markets or investors.
Trusted, long-term clients
Our loyal client base provides stability, perspective, and experience across firm types.
Vestmark Solutions
Vestmark Advisor Suite
Power of integration Helping match top advisors to 1400+ strategies from 225+ of the best asset managers. Save time Provide tailored advice at scale—saving hours while ensuring every client gets the high-touch experience they deserve, even as your business expands. Smart automation Our AI Advisor Assistant handles the busywork, letting advisors focus on what matters......
business needs
- Business Intelligence & Practice Management
- Client Engagement & Management
- Digital Platforms & Tools
Vestmark Investment Advisory
Gain time Spend less energy on tax complexities and more time strengthening client relationships and driving strategies. Offload tax complexity Tax management, tax transitions, and direct indexing can eat up resources—we handle it all with rules set by you. Expand offerings Access Vestmark’s Model Marketplace, offering thousands of third-party strategies and seamless fixed income integration. Mitigate......
business needs
view solutionVestmark Portfolio Management & Trading
One platform, many capabilities Build around our portfolio management technology, or streamline and centralize select operational functions. Unified advisor dashboard A truly unified advisor dashboard lets advisors review, plan, and take action effortlessly—wowing clients and delivering on your promise. Scalable account growth We already serve millions of accounts across large-scale clients—with Vestmark, your capacity to......
