VESTMARK ADVISORY SOLUTIONS, INC.
SEC RegisteredInstitutional Scale. Advisor Agility.
About the firm
Vestmark delivers a scalable platform for leading institutions and high-growth industry innovators, providing portfolio technology, tax-aware investing, and advisor tools to help firms grow and thrive. With over 20 years in the industry, Vestmark supports more than $2 trillion in assets and 5 million investor accounts across broker-dealers, banks, RIAs, and asset managers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio and trading technology, an all-in-one platform for scalable portfolio management, advisor suite tools, investment advisory solutions, model marketplace, tax management, unified managed accounts (UMA), flexible fee structures, white label services, and flexible integrations with existing tech stacks.
Who they serve
Broker-dealers and banks, RIAs, and asset managers, including large-scale wealth managers, high-growth firms, and financial advisors.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 84,069 | $49.9B |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. VESTMARK ADVISORY SOLUTIONS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.