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SMArtX Advisory vs Vestmark

People

SMArtX AdvisoryFinancial Advisory Practice

VestmarkPortfolio Management

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Financial Advisory Practice

Overview

Focus

Financial Advisory Practice

Portfolio Management

Product

Managed accounts platform for RIAs.

Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.

Website

Headquarters

Jupiter, Florida

Wakefield, Massachusetts

Company size

51-200 employees

501-1,000 employees

Founded

2014

2001

Pricing details

Source updated

Oct 29, 2026

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