Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B
Rapid Advisory Solutions’ growth and continued development of AI-enabled wealth technology reflect the firm’s 25-year focus on innovation in wealth management
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.
VAS, Vestmark’s SEC-registered investment adviser subsidiary, has grown rapidly over the past 18 months, reflecting increased demand from wealth management firms seeking to expand personalized, tax-aware portfolio management at scale. Through VAS, Vestmark helps firms extend their investment advisory capabilities with services including tax management, tax transitions, direct indexing, Model Marketplace access and outsourced investment support. VAST, offered through VAS, is Vestmark’s industry-leading tax overlay solution, providing active tax overlay and optimization across indices, separately managed accounts, ETFs, fixed income, and other securities within a unified managed account structure.
