Market Research Report: Vestmark, Inc.

Company Overview

• Name: Vestmark, Inc.

• Mission: To simplify and shape a personalized investor experience through innovative technology and services.

• Founded: 2001

• Founders: No information is available.

• Key People: No specific key people mentioned apart from Nick Thurlow, Chief People Officer, and Karl Roessner, CEO.

• Headquarters: 100 Quannapowitt Parkway, Suite 205, Wakefield, MA 01880

• Number of Employees: Over 400 employees.

• Revenue: No information is available.

• Known For: Vestmark is recognized for providing leading portfolio management solutions and outsourced services for financial institutions and advisors, managing over $1.5 trillion in assets and 5.5 million accounts.

Products

VestmarkONE®

• Description: An innovative wealth management SaaS solution that simplifies the construction and management of highly tailored portfolios.

• Key Features:

• Unified Managed Account (UMA)

• Investor Risk Profiling

• Portfolio Construction

• Model Management

• Advanced Trading & Rebalancing

• Tax-Sensitive Trading Capabilities

• Compliance & Risk Management

• Automated Reconciliation

• Sleeve-level Accounting

• Client Reporting

Vestmark VAST™

• Description: A portfolio management service providing personalized investing and individual tax management.

• Key Features:

• Direct Index SMAs

• Multi-Custody

• Ongoing Tax Management

• Multi-Asset Portfolios

• Open Architecture Investment Options

Outsourced Services

• Description: Comprehensive back-office services that include Model Trading Service and Manager Marketplace.

Recent Developments

News & Awards

• 2025 Built In Awards: Recognized as one of the Best Midsize Places to Work in Boston.

• 2024 WealthManagement.com Industry Awards: Vestmark VAST was awarded first place in the Direct Indexing/Technology Providers category.

• Strategic Partnerships:

• Strive Asset Management: Strive’s Direct Indexing, powered by Vestmark VAST™, is now available on Fidelity and Schwab platforms.

• BlackRock: Partnership aimed at enhancing custom model solutions for registered investment advisors (RIAs).

New Products and Features

• Strive Asset Management's Direct Indexing: Now integrated on Fidelity and Schwab platforms, allowing investors to track index performance through individual stock ownership and includes daily tax loss harvesting opportunities.

• Enhanced Integration: Collaborations with firms like BlackRock to maximize portfolio construction and tax management solutions.

Recognitions

• ThinkAdvisor 2023 Luminaries Awards: Vestmark VAST awarded first place for Financial & Investment Innovation in the Fintech/TAMP Platforms category.

• WealthTech Americas Awards 2024: Recognized for innovation and excellence in direct indexing solutions.

By consistently receiving industry accolades and forming strategic partnerships, Vestmark remains a significant force in the wealth management technology sphere, continuing to innovate and expand its offerings towards personalized, tax-efficient investment solutions.