Institutional Scale. Advisor Agility.
For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.
Powering Growth For
See the Vestmark Platform in Action
Watch how firms use Vestmark to streamline portfolio management, empower advisor workflows, and support scalable growth.
We Bring New Perspectives. You Benefit.
You’ll Never Outgrow Us
We've helped the largest wealth and asset managers grow for over 20 years, and we can help you too.
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A Partner, Not Just a Provider
We don’t just offer products and services. We partner with clients to future-proof their business.
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Supporting Speed to Market
Vestmark rapidly deploys solutions that can cost-effectively support growth for years.
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Modern Tools for Modern Advisors
Our solutions are always evolving to meet advisor needs, including using AI to enhance efficiency.
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Flexible Integration
We integrate with existing tech stacks and provide a path to develop and grow new capabilities.
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Grow Your Business, Your Way
Our proven solutions enable growth in clients, AUM, revenue, valuation, and your bottom line.
Built for Firms that Lead
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Broker-Dealers & Banks
First built for top, large-scale wealth managers, we can help extend your reach and optimize your home office too.
- Home office & advisor solutions
- Investment advisory services
- Flexible & modular integrations
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RIAs
Whether your firm is growing through acquisition or rapid expansion, our partnership keeps you rolling.
- User friendly advisor tools
- Model marketplace
- Tax management
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Asset Managers
Our platform helps you launch products faster, reach new audiences, capture assets, and add revenue.
- Enhanced distribution
- Simplified implementation
- Streamlined operating model
Engineered for Elevation
Vestmark delivers a scalable platform for leading institutions and high-growth industry innovators.
About Us- Assets on Platform
- $ 2 T+
- Investor Accounts on Platform
- 5.5 M+
- Financial Advisors Supported
- 72 K+
- Years Empowering the Industry
- 20 +
Advanced Features and Experiences
Our Own Model Marketplace
Helping match top advisors to 2,300+ strategies from 260+ of the best asset managers
- Strategies
- 2.3K+
- Managers
- 260+
Flexible Fee Structure & Seamless Integration
Our fee transparency and white label services let you structure and deliver offerings your way
Focus on Advisor Enablement
Turn-key, intuitive tools help advisors scale up and succeed – and help you recruit and retain them
Full-Featured UMA
Realize the full potential of Unified Managed Accounts that support multiple asset classes
We’re Redefining Expectations
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After 20 years in this space, we know that trust and innovation go hand in hand. That’s what our partners get when they work with Vestmark.
Karl Roessner Chief Executive Officer -
Our clients want flexibility and control without the burden of complexity. That’s exactly what we deliver.
Corey Fiedler Chief Product Officer -
Building technology and AI together means our clients get a platform that's reliable today and ready for what's next.
Freedom Dumlao Chief Technology Officer & Chief AI Officer -
Long-term client success requires more than technology—it demands commitment, agility, and continuous support.
Annmarie Rogers EVP, Client Operations -
Advisors face growing complexity. We provide tools to deliver smarter, more personalized outcomes for investors.
Rob Battista EVP, Advisory Solutions -
When people feel supported and engaged, innovation follows. That’s the foundation we build on at Vestmark.
Nick Thurlow Chief People Officer
Industry Recognition
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- 100 Best Midsize Places to Work in Boston
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- Winner in the ‘Innovative Solution’ category for Alts in UMA
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- Firm of the Year at Wealth Solutions Report (WSR)
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- Outstanding Achievement in Direct Indexing
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.
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Empowered Advisors
Manage client relationships from proposal to trading & rebalancing to reporting in a user-friendly experience.
Learn more about empowered advisors -
Tax Transition
Overlay tax-smart approaches to optimize results while retaining personalization.
Learn more about tax transition -
Centralized Investment
Streamline portfolio management with our proven solutions.
Learn more about centralized investment
Outsourced services
In addition to providing software, we can handle operations and trading to let you focus on clients.
You know where you want to go. We help you get there.
Vestmark is your partner in growth. We bring insights and problem-solving expertise gained from serving some of the largest wealth firms and adapt them to meet your needs.
Frequently Asked Questions
What should RIAs look for in a wealth management technology platform?
RIAs typically evaluate a platform on how well it integrates with their custodians, CRM, planning and reporting tools, and whether it supports tax-aware trading, such as loss harvesting, wash-sale controls and capital gains limits. Scalability matters too: the platform should handle more accounts, models and advisors without adding manual work. Firms also weigh the quality of reporting and the level of implementation and ongoing support, and many compare vendors against the same checklist using current documentation and demos. Vestmark offers a SaaS platform for portfolio management, trading, rebalancing and tax management, with outsourced services available for firms that want support beyond the software.
How do portfolio management, trading and rebalancing, and model management software differ?
Portfolio management software is the system of record for accounts, holdings, cash and performance. Trading and rebalancing software generates and executes trades that bring accounts back to target, accounting for drift, taxes and restrictions. Model management software is where firms build, maintain and distribute the model portfolios that set those targets. Vestmark brings portfolio management, trading and rebalancing, and model management together on one platform, and its modular approach lets firms adopt the layers they need.
How do firms choose between building and buying managed account technology?
Building offers control and customization, but it requires ongoing investment in engineering, compliance, custodian connectivity and maintenance. Buying typically shortens time to market and shifts upkeep to a vendor, though firms may need to adapt some workflows. Many firms weigh cost, speed, in-house expertise and how much the technology differentiates their business, and some choose a hybrid of purchased core technology and outsourced operations. Vestmark supports either path: firms can build around its portfolio management technology or centralize select operational functions with Vestmark.
What does Vestmark provide for wealth managers?
Vestmark provides portfolio management and trading technology, tax-aware investing, advisor tools and outsourced operations and trading services.
Which types of firms does Vestmark serve?
Vestmark serves broker-dealers and banks, RIAs and asset managers.
Does Vestmark offer a model marketplace?
Yes. Vestmark's Model Marketplace matches advisors with 2,300+ strategies from 260+ asset managers.
Does Vestmark support unified managed accounts?
Yes. Vestmark offers a full-featured UMA that supports multiple asset classes.
Does Vestmark offer tax management tools?
Yes. Vestmark offers tax management for RIAs and tax transition overlays that apply tax-smart approaches while retaining personalization.
For illustrative purposes only. The data displayed is not representative of an actual client portfolio.
Vestmark's artificial intelligence (“AI”) tools are employed to support certain operational and administrative functions and operate within defined system parameters and have not been designed to offer recommendations as to the value of securities or other investments or as to the advisability of investing in, purchasing, or selling securities or other investments. They do not participate in investment decision-making, portfolio construction, or securities selection. While AI technologies are intended to enhance efficiency and consistency, outputs generated by AI tools may be based on limited, pre-configured, or incorrect inputs, which could result in incomplete or inaccurate information if not properly reviewed, and are not and should not, in any instance, be construed to be providing investment recommendations.
*Vestmark stats as of 9/30/2026
Vestmark paid for the rights to use the WealthTech Americas Award logo.
The 2024 WealthManagement.com Industry Awards winners were determined by a panel of independent judges representing top industry leaders. Selection was based on both quantitative measures (scope, scale, adoption, feature set) and qualitative factors (innovation, creativity, delivery methods) over the 12 months ending April 2024. On September 4, 2025, Vestmark VAST was awarded first place in the Direct Indexing/Technology Providers category. Vestmark did not pay to be considered.
The WealthTech Firm of the Year Award recognizes the top three technology providers serving non-institutional wealth managers with at least $250 million in assets. Winners are chosen by the Wealth Solutions Report editorial team. Vestmark ranked among more than 30 firms and received the award on January 29, 2024. Vestmark did not pay to be considered.