Vestmark

Overview

Vestmark is a financial technology company based in Wakefield, Massachusetts, founded in 2001. It specializes in portfolio management and trading solutions, offering outsourced services tailored for financial institutions, wealth management firms, investment managers, and advisors.

The main product, VestmarkONE, is a unified wealth management technology platform supporting advisory solutions such as Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA). This cloud-based platform integrates modules for trading, portfolio management, compliance, and client reporting, enabling clients to manage and trade customized portfolios efficiently. Vestmark's technology automates operational processes, enhances scalability, and improves the user experience for advisors and their clients. The platform manages over $1.5 trillion in assets across more than 5 million accounts for a prestigious client base, including major broker-dealers and asset management companies. The company is recognized for innovation and delivering flexible, integrated technology solutions with strong client retention.

Basic Information

Contact Details

• Phone: +1 781-224-3640
• Website: vestmark.com
• LinkedIn: linkedin.com/company/vestmark

Key Focus Areas & Initiatives

• Account oversight
• Model management & rebalancing
• Trading
• Compliance
• Client performance & reporting
• Robo advisor
• Software development
• SaaS
• Reconciliation
• Financial software
• Enterprise software
• Financial services
• Finance
• Information technology
• Financial technology
• Outsourced trading services
• Wealth management
• Outsourced back office
• Multi-asset class portfolios
• Automated trading and rebalancing
• Tax-loss harvesting
• Portfolio analytics
• Model marketplace
• Compliance and risk management
• Wealth management platform
• SaaS wealth management
• Direct indexing
• Custom tax management
• Client onboarding automation
• Investor portal
• Fee billing
• Portfolio construction
• AI-driven insights
• Performance reporting
• Performance measurement
• Multi-custody connectivity
• Index-based strategies
• Client reporting
• Customizable workflows
• Asset management
• Investment advisory services
• API integrations
• Advisor support tools
• Risk profiling tools
• Reconciliation automation
• Digital advice solutions
• Model management
• Tax optimization services
• Personalized investing
• Portfolio management software
• Client segmentation
• Growth through digital transformation
• Personalized portfolios at scale
• Wealth tech innovation
• Regulatory compliance tools
• Model trading
• Sleeve-level accounting
• Investment strategy automation
• B2B
• Consulting
• Services
• Management consulting services
• Enterprises
• Finance technology
• Investment management

Technologies Used

• AI
• Amazon SES
• Citrix
• Greenhouse.io
• Mimecast
• NSOne
• Outlook
• Remote
• Salesforce

Affiliated Organizations & Regional Branches