Who We Are
PERSONALIZED INVESTING AT SCALE®
For over twenty years, wealth management firms, investment managers and advisors have turned to Vestmark to help them scale and grow their businesses.
Helping You Succeed
In today’s fast-paced, digital environment, investors depend on you to provide an experience that mirrors the speed, transparency, and personalization they have come to expect across all of their other experiences.
The future of your firm depends on whether your service model is scalable and flexible enough to meet these demands from all of the investors you service. At Vestmark, we simplify personalized investing at scale so you can deliver customized solutions to more clients.
A Spirit of Innovation
Our mission is to simplify and shape a personalized investor experience through innovative technology and services. We strive to be
the most highly regarded financial technology and services provider across all
of our segments
The Future of Financial Technology
Our team of over 400 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of wealth management and technology. Together, we are working toward a future where personalized investing is a reality for all.
Join us and help shape the future of financial technology.
What's New at Vestmark
A panel of independent judges made up of top names in the industry determined the winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery, over the past 12 months ending in April 2024. Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category and did not pay to be considered for the award.
The 2024 WealthTech Americas Awards are designed to recognize outstanding organizations, with winners selected according to their “demonstrated innovation and excellence during the last year.” The judging process is guided and assisted by a panel of independent experts, each of whom has been actively involved in the family office and wealth management industry for many years and have an in-depth knowledge of the WealthTech sector. Vestmark was ranked among 25 firms and paid $5,995 for permission to use the WealthTech Americas Award logo.
Wealthtech Firm of the Year is awarded to the top three firms providing technology solutions for firms that operate within the non-institutional wealth management space. Firms must serve a minimum of $250 million in assets. Winners are selected by the Wealth Solutions Report editorial team. Vestmark was ranked among more than 30 firms and did not pay to be considered for the award.
In the ThinkAdvisor 2023 Luminaries awards, Vestmark VAST was awarded first place in the Financial & Investment Innovation for Fintech/TAMP Platforms Category. It was ranked against 28 finalists. Vestmark did not pay to be considered for the awards.
A panel of independent judges made up of top names in the industry determined the winners. The best in each category were selected based on quantitative measures of their initiatives—such as scope, scale, adoption and feature set—along with qualitative measures, such as innovation, creativity and new methods of delivery, over the past 12 months ending in April 2023. In the 2023 WealthManagement.com Industry Awards, Vestmark VAST was awarded first place in the Direct indexing/Technology Providers category vs. nine entries.