# Vestmark

> Vestmark supplies wealth management firms, broker-dealers, banks, RIAs and asset managers with portfolio accounting, trading, rebalancing, compliance workflows and advisor software, alongside outsourced tax-aware investment services. Its technology supports more than $2 trillion in assets and five million investor accounts. Envestnet announced an agreement to acquire the company in September 2026, with closing expected in the fourth quarter.

- **Founded:** 2001
- **Headquarters:** Wakefield, United States
- **Founders:** Dave Blundin (Co-founder; wrote initial code, according to his own account), John Lunny (Co-founder; CEO from 2008 until 2021)
- **Products:** VestmarkONE, Vestmark VAST, Model Marketplace, Advisor Suite, Vestmark Outsourced Services
- **Notable:** Reported more than $2 trillion in assets supported by technology and over five million investor accounts in 2026., Vestmark Advisory Solutions surpassed $50 billion in AUM in June 2026, following reported fivefold growth over 18 months., Vestmark VAST won the 2025 WealthManagement.com Direct Indexing/Technology Providers category, according to the company.

## Products & services

- **VestmarkONE** — Unified wealth management technology for portfolio accounting, trading, rebalancing, account oversight, compliance workflows and reporting; introduced in 2011.
- **Vestmark VAST** — Outsourced personalized portfolio management, direct indexing, tax transitions and whole-portfolio tax overlay offered through Vestmark Advisory Solutions.
- **Model Marketplace** — Current website reports more than 2,000 strategies from over 250 asset managers, integrated into advisor workflows.
- **Advisor Suite** — Dashboard, proposals, reporting, household management, trading and rebalancing tools.
- **Vestmark Outsourced Services** — Operational and investment support for firms seeking to delegate selected functions.
- **Vestmark Pulse** — AI-enabled monitoring, client context and workflow assistance with human oversight and execution authority.
- **Custom Premier** — T. Rowe Price model portfolio collaboration with Vestmark tax-aware implementation for RIAs.

## Achievements

- Reported more than $2 trillion in assets supported by technology and over five million investor accounts in 2026.
- Vestmark Advisory Solutions surpassed $50 billion in AUM in June 2026, following reported fivefold growth over 18 months.
- Vestmark VAST won the 2025 WealthManagement.com Direct Indexing/Technology Providers category, according to the company.
- Opened a Boston Center for AI Research and Development in June 2026.

## Latest updates

- **2026-09** — Envestnet announced a definitive agreement to acquire Vestmark on September 9; closing expected in Q4, subject to customary conditions; terms undisclosed.
- **2026-08** — Selected to support Vanguard Custom Model Portfolios for RIAs.
- **2026-06** — Opened the Boston Center for AI Research and Development; separately announced VAS AUM above $50 billion.
- **2026-05** — Launched Vestmark Pulse.
- **2026-01** — Launched Custom Premier with T. Rowe Price.

## Links

- Website: https://www.vestmark.com/
- LinkedIn: https://www.linkedin.com/company/vestmark
- Twitter/X: https://twitter.com/Vestmark
- YouTube: https://www.youtube.com/@VestmarkInc
- Facebook: https://facebook.com/pages/Vestmark/439450169593830

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Profile page: https://yespress.io/vestmark
Published by YesPress — https://yespress.io
Last updated: 2026-10-02