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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Vestmark

Profile

Vestmark is on a journey to change the industry’s expectation of what’s possible. For more than two decades, Vestmark has delivered innovative technology solutions to wealth managers, asset managers, broker dealers and registered investment advisors. Currently six of the top ten managed account providers utilize the firm’s technology platform. Based near Boston, the company supports over $1.6 trillion in platform assets and over 4.5 million investor accounts. Vestmark is committed to empowering advisors to deliver customized guidance at scale with cutting-edge technology. At the heart of the company’s success is a team that brings diverse perspectives to continuously drive some of the most creative product development in the industry.