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Security & compliance
The vendor hasn’t added security or compliance details yet.
Portfolio management and trading platform for wealth managers and broker-dealers with unified managed accounts and overlay management.
Pricing
Custom quote
Founded
2001
Team size
501-1,000 employees
Headquarters
Wakefield, MA
Product Preview
Preview from vestmark.com
At a glance
Best for
Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Custom quote
Integrates with
Flexible integration with existing tech stacksModel marketplace integration (1900+ strategies from 290+ asset managers)White label services
About Vestmark
Vestmark provides VestmarkONE, a unified wealth-management SaaS platform for financial institutions and advisors to manage and trade investor portfolios at scale. It supports UMAs, UMHs, SMAs, brokerage, retirement and trust accounts with trading, rebalancing, overlay management, tax-aware strategies and cash management. It is sold to wealth firms under enterprise agreements.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Mid-market (201-1,000)Enterprise (1,000+)
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Vestmark
Vestmark doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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