Vestmark

Most wealth management platforms force advisors to choose between tax intelligence and portfolio flexibility. Vestmark is built around the premise that those two things should coexist, delivering its VestmarkONE platform as a SaaS infrastructure layer that broker-dealers, RIAs, and wealth managers use to run portfolio management, trading, rebalancing, and tax-managed accounts at institutional scale. The firm supports over $1.1 trillion in assets on platform and more than 51,000 financial advisors, and counts six of the ten largest managed account platforms among its clients.

The platform's architecture allows firms to assemble modular capability sets rather than accepting a fixed product. Key functional components include:

• Unified Managed Accounts (UMAs) supporting multiple asset classes including SMAs, direct indexing, and alternative investments
• Tax transition and tax overlay services via Vestmark VAST, its outsourced portfolio management offering
• A model marketplace with over 1,400 strategies from 225+ asset managers
• An AI-assisted advisor copilot (Vestmark Advisor Assistant) embedded in the platform
• Integrated billing via a partnership with PureFacts, supporting AUM-based, account-based, and retainer fee structures

For family offices operating through or alongside RIA or broker-dealer structures, Vestmark's primary relevance is as a back-end infrastructure provider rather than a direct family office tool. Firms with proprietary advisor teams or centralized investment offices may find value in the UMA capabilities and tax management depth. Pricing is not disclosed publicly, and the platform targets institutional-scale deployments, meaning smaller or simpler family offices may not represent the intended buyer profile. Firms evaluating Vestmark should expect a structured implementation process and an ongoing partnership model, not a plug-and-play deployment.

• Portfolio management and rebalancing across managed accounts
• Tax-managed portfolio construction and tax transition services
• Trading and order management
• Model portfolio access and distribution via marketplace
• Outsourced portfolio management and back-office operations
• Client reporting and advisor workflow management

• VestmarkONE SaaS portfolio management and accounting platform
• Vestmark VAST outsourced portfolio management with tax optimization
• Unified Managed Accounts (UMA) supporting SMAs, direct indexing, and alternatives
• Model marketplace with 1,400+ strategies from 225+ asset managers
• Vestmark Advisor Assistant AI copilot embedded in platform
• Tax transition and tax overlay services
• White-label and fee transparency services
• Integrated billing via PureFacts partnership supporting multiple fee structures
• Proposal generation tools for advisors
• SOC 1 Type II and SOC 2 Type II audited infrastructure

Built for Advisors / Wealth Advisors (RIA), Investment Teams, CIO / Investment Office.

Dedicated client operations team; ongoing partnership model with implementation support referenced on site.