Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B
Vestmark, Inc., a leading provider of wealth management technology and services, today announced a major milestone in the continued expansion of its investment advisory capabilities, with Vestmark Advisory Solutions (“VAS”) surpassing $50 billion in assets under management following fivefold growth over the past 18 months. The milestone comes as Vestmark marks its 25th anniversary and builds on its core portfolio management platform through rapidly expanding advisory services and accelerated development of AI-enabled wealth technology.
Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors
Vestmark, Inc., a leading wealth management software and services provider, announced today a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize Vestmark’s portfolio management and trading technology solutions across its entire business.
