Vestmark Inc
Vestmark Inc, headquartered in Jersey City, NJ, is a leading provider of innovative wealth management SaaS solutions designed to simplify the construction and management of highly tailored investment portfolios. With over 16 trillion in platform assets and support for 72,000 financial advisors, Vestmark empowers firms to enhance efficiency and improve investor outcomes through its advanced technology and personalized investing capabilities.
Recognized for its excellence in the wealth management industry, Vestmark has received multiple awards, including first place in the Direct Indexing Technology Providers category at the 2024 WealthManagement.com Awards. The company's commitment to supporting managed account programs for over 20 years positions it as a trusted partner for broker-dealers, asset managers, banks, wealth firms, RIAs, and TAMPs.
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