Strategic Partnerships:
New relationships with firms such as Fidelity, Capital Group, Vanguard, and client wins like Elevation Point broaden distribution and embed the platform within major advisor ecosystems. These selections signal expanding access to workflows across large wealth programs.
Innovation-Driven Growth:
Launches such as Vestmark Pulse and the opening of a Center for AI Research and Development indicate continued investment in AI-enabled capabilities. Growth in VAST and expanded tax-aware UMA features reinforce a steady cadence of new solutions.
Strong Market Position & Advantage:
Scale of more than $2 trillion in assets on platform, millions of accounts, and support for 72,000+ advisors points to broad institutional adoption. Serving six of the ten largest managed-account platforms and VAS crossing $50B in AUM add evidence of an entrenched position at the high end of the market.
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