Vestmark
Scalable portfolio management platform with tax-aware investing and advisor tools for wealth and asset managers.
Overview
Vestmark provides a scalable portfolio management and trading platform designed to support wealth and asset managers, broker-dealers, RIAs, and banks. The platform includes tax-aware investing, advisor enablement tools, and a model marketplace with over 1400 strategies from more than 225 asset managers.
Vestmark's solutions offer flexible fee structures, white label services, and seamless integration with existing technology stacks. The platform supports Unified Managed Accounts (UMA) and aims to streamline workflows, enhance distribution, and simplify implementation for investment advisory and portfolio management.
With over 1.1 trillion dollars in assets on platform and more than 2.1 million investor accounts supported, Vestmark focuses on enabling growth for firms through modern tools, flexible integrations, and a partner approach to future-proofing businesses.
Key Features
- + Scalable portfolio management and trading platform
- + Tax-aware investing capabilities
- + Advisor enablement tools and intuitive advisor suite
- + Model marketplace with 1400+ strategies from 225+ asset managers
- + Flexible fee structures and white label services
- + Support for Unified Managed Accounts (UMA)
- + Seamless integration with existing technology stacks
- + Streamlined workflows for investment advisory