Financial Services
Vestmark is a financial technology company that provides portfolio management and direct indexing solutions for wealth management clients. The company operates Vestmark VAST, a direct indexing and tax-aware portfolio management platform designed to deliver personalized investing at scale. VAST combines a proprietary risk-based optimization engine with rules-driven alerts and trading workflows to manage thousands of accounts while handling multi-sleeve, multi-manager portfolio construction, trading, and rebalancing. Vestmark serves the wealth management channel including broker-dealers, RIAs, TAMPs, and bank trust programs, as well as asset managers and overlay managers.
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