Vestmark is the technology partner growth-focused wealth and asset management firms trust to scale smarter. For more than 20 years, we have helped firms modernize operations, reduce complexity, and deliver personalized, tax-aware portfolios through a comprehensive, future-ready platform. Supporting over $2 trillion in assets and 5 million investor accounts, Vestmark enables firms to streamline portfolio management, trading, accounting, reporting, and outsourced services to operate efficiently, meet regulatory demands, and grow with confidence.