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Vestmark INC

Overview
Headquarters: 
Houston, TX, USA
Size: 
1001-5000 employees
Founded: 
1970
Annual Budget : 
$10-50M
Areas of Focus: 
Populations Served: 
All Populations
About Us
Mission: 

As Vestmark continues to innovate and help its clients solve their largest business challenges, it sees broad applicability of Adhesion’s RIA tools and capabilities across other channels such as broker dealers, bank wealth managers, independent advisory networks, TAMPs and insurance companies. Adhesion anticipates offering even more of VestmarkONE’s portfolio management and trading capabilities to current and future RIA clients. Going forward, both firms will explore expanding their complementary capabilities, enabling the broader wealth management market to deliver frictionless advice.

Programs: 

This acquisition enables Vestmark to immediately become competitive in the rapidly growing RIA market. It also makes Vestmark’s manager marketplace one of the largest in the industry, providing asset managers with increased visibility and broader distribution of their investment models and strategies.

industry: 
Nonprofit