Vestmark
Curated by SignalWealth management software streamlining portfolio management and trade lifecycle.
About
Vestmark focuses on trade life cycle management and offers a range of wealth management software solutions aimed at portfolio construction and management for financial service firms. Their product offerings include Unified Managed Accounts, investor risk profiling, and trading capabilities, which are intended for wealth management firms looking to improve operational efficiency and investor outcomes. Vestmark incorporates compliance and risk management tools to assist firms in managing the complexities of capital markets and navigating regulatory frameworks. Additionally, they provide services such as back office support and model trading, which contribute to the management of customized portfolios and support decision-making and risk mitigation.
Key facts
- Founded
- 2001
- Headquarters
- Wakefield, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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- Phone
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