Vestmark is a leading provider of innovative wealth management solutions based in Cambridge, MA. Their VestmarkONE platform offers a comprehensive suite of features and functionalities, including portfolio analytics, proposal generation, advanced trading, and compliance risk management, to help broker-dealers, asset managers, banks, wealth management firms, RIAs, and TAMPs simplify the construction and management of highly tailored portfolios.
In addition to their platform, Vestmark also offers outsourced services such as back-office services and model trading service manager marketplace. With over $1.5 trillion in platform assets, 72,000 financial advisors supported, and 5 million investor accounts on their platform, Vestmark has established itself as a trusted partner in the industry for over 20 years.
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