Vestmark, Inc.: A technology platform providing wealth management software for financial firms.
Location
Wakefield, MA, US
Founded
2001
Vestmark provides wealth management software solutions for financial firms, including broker-dealers, investment managers, RIAs, and bank trusts. Their flagship product, VestmarkONE®, is a SaaS platform that simplifies the construction and management of personalized investment portfolios. The company's offerings span the entire wealth management lifecycle, from planning to reporting.
Vestmark's solutions focus on enabling personalized investing and individual tax management. Their VAST Insights service delivers portfolio management capabilities, while their technology aims to help firms build scale and efficiency. Vestmark's platform is designed to support various aspects of wealth management, including client onboarding, portfolio management, and performance reporting.
Vestmark - Classification
Also Known As
Vestmark, Inc.
NAICS
513200Software Publishers
510000Information
513000Publishing Industries
513210Software Publishers
SIC
7300Business Services
7370Computer Programming, Data Processing, And Other Computer Related
7372Prepackaged Software
Show 5 more industry codes
NAICS
520000Finance and Insurance
SIC
6000Depository Institutions
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
