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Vestmark

Filed under: Portfolio Management System

Vestmark logo

Company info:

Michael Blundin
Top executive: Michael Blundin

781-224-3640

RIA department info:

David Gordon

Contact: David Gordon

781-683-4123

dgordon@vestmark.com

Etcetera:

  • Founded in 2001


Q&A:

What is the service or product you offer to RIAs?

Vestmark offers SaaS based solutions and services to RIAs. VestmarkONE® is a powerful wealth management platform that simplifies and streamlines the complete investment management process. RIAs use VestmarkONE to drive their practice growth and to meet the increasingly complex demands of advising and servicing investors.

How do you differentiate your offering from competitors?

Our mission is to enable investors to better their financial well-being. We do this through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives. Vestmark offers a complete set of technology tools to help our clients optimize the investment management process and grow their business. Our solution is tightly integrated to preserve and protect investment data as it passes through each phase of the investment lifecycle to ensure that the end investor has a complete, accurate picture of their financial well-being and advisors have the tools to grow and retain their investor relationships.
What else would you like to say about your business?
Since 2001, Vestmark has worked with leading wealth management firms to deliver solutions that provide seamless advice delivery, and compliance with industry regulation. Anticipating what lies ahead for our clients is what inspires our solutions. With over $1 trillion in assets on our platform, we’re close to investments, clients we serve, and to the investors who need solutions to reach their wealth goals. We are engaged in every facet of how the industry is changing; as a result, we can lead emerging industry trends and deliver solutions that help our clients and the industry excel today and tomorrow.