Today, Vestmark honors the contributions and achievements of our workers. Happy Labor Day from us to you and your families! #LaborDay
Vestmark
Software Development
Wakefield, MA 7,702 followers
Personalized Investing at Scale®
About us
Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.
- Website
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http://www.vestmark.com
External link for Vestmark
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- Wakefield, MA
- Type
- Privately Held
- Founded
- 2001
- Specialties
- Account Oversight, Model Management and Rebalancing, Trading, Compliance, Client Performance and Reporting, Robo Advisor, Software Development , SaaS, Reconciliation, and Financial Software
Locations
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Primary
Get directions
100 Quannapowitt Parkway
Suite #205
Wakefield, MA 01880, US
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Get directions
One Kendall Square
Building 200
Cambridge, Massachusetts 02139, US
Employees at Vestmark
Updates
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VAST can help you optimize your clients' tax outcomes with our tax management services, including: ✔️ Implementing tax-aware account transitions ✔️ Ongoing tax overlay management ✔️ Ongoing tax-loss harvesting ✔️ And more... Learn how: https://hubs.ly/Q02N07mC0 #TaxManagement #TaxLossHarvesting
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Vestmark is in search of a Software Engineering Team Lead! If you have leadership skills to guide and develop a high-performing team and are passionate about hands on tech work, this could be the right fit for you. Apply now: https://hubs.ly/Q02MV5wj0 #MakeYourMark #Hiring #Engineering
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Portfolio management and optimization is based on each client’s unique tax situation and preferences with VAST. Vestmark's Robert Battista, CFA, SVP, Head of Advisory Solutions, discusses the importance of customizing to a client’s individual tax situation. Learn more about Vestmark VAST®: https://lnkd.in/esU6vyc8
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Direct indexing has grown in popularity as more and more advisors seek to provide low-cost and personalized solutions to their clients. In our blog, we discuss why we believe SMAs are the preferred vehicle for direct indexing when managed with the right technology within a UMA framework. Learn more: https://hubs.ly/Q02M7BfX0 #DirectIndexing #SMA #UMA
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Here at Vestmark, teamwork is at the core of everything we do. It's the honesty, tenacity, passion, and heart of our employees that drive our success. Do you want to be a part of our team and #MakeYourMark? Learn more: https://lnkd.in/ep2rZmcA #Hiring #MakeYourMark
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Simplify the construction and management of highly customized portfolios at scale. Learn how Vestmark can help move your business forward: https://hubs.ly/Q02LTTdD0 #WealthManagement #FinancialAdvisor
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We are proud to spotlight our Chief People Officer, Nick Thurlow, for running the upcoming New York Marathon in support of the Expect Miracles Foundation - Financial Services Against Cancer on November 3, 2024! This organization rallies the financial services industry and beyond to invest in life-saving cancer research while advancing the financial and emotional health of people impacted by cancer. Please feel free to join us and donate: https://lnkd.in/epHNDHeb "No amount is too small and together we can continue the fight," says Nick. #ExpectMiracles #EMF
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Are you in need of a change? Vestmark is in search of a Senior Cloud Engineer. If you have a passion for cloud-based platforms, an interest in becoming a mentor, and problem-solving experience, this could be the right fit for you! Learn more about the role: https://hubs.ly/Q02Lq5CD0 #Hiring #MakeYourMark #CloudEngineering
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How can you more easily address diverse client goals? With VAST, you gain access to an array of index-based and actively managed SMAs, ETFs, mutual funds and individual securities. Multi-asset portfolios created and managed on the VAST platform can complement your clients' other accounts. Learn more about how you can provide personalized investing at scale with VAST: https://hubs.ly/Q02Lqhsf0 #PortfolioManagement #MultiAsset
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