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- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial · UBS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2016
- Office Locations
- 7
Office Locations
About Vestmark Advisory Solutions, Inc.
Vestmark builds a scalable wealth platform for large wealth and asset managers, combining portfolio management/trading, an advisor suite, and investment advisory services. Its model marketplace connects advisors to 1,400+ strategies from 225+ asset managers, with white-label delivery, fee transparency, and flexible integration into existing stacks. Vestmark can also outsource operations and trading, and uses AI to surface insights and save advisor time.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DENISE MARIE ADAMCZYK
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
ROBERT GUIDO BATTISTA
MANAGING DIRECTOR, SENIOR VICE PRESIDENT
- CRD
- #4927631
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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TRISTAN WILLIAMS BENOIT
--
- CRD
- #5034436
LUKE SAMUELE BRUNO
--
- CRD
- #6088753
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,798,713,705 | $401,003 |
| Non-Discretionary | $34,056,053,648 | $762,375 |
| Total | $49,854,767,353 | $593,022 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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