List of Vestmark VAST Portfolios Customers
Wakefield, 1880, MA,
United States
Since 2010, our global team of researchers has been studying Vestmark VAST Portfolios customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Vestmark VAST Portfolios for Portfolio and Investment Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Vestmark VAST Portfolios for Portfolio and Investment Management include: Corient, a United States based Banking and Financial Services organisation with 1000 employees and revenues of $832.0 million, Pensionmark Retirement Group, a United States based Banking and Financial Services organisation with 46 employees and revenues of $5.0 million, Strive Asset Management, a United States based Banking and Financial Services organisation with 31 employees and revenues of $4.0 million and many others.
Contact us if you need a completed and verified list of companies using Vestmark VAST Portfolios, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Vestmark VAST Portfolios customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Corient | Banking and Financial Services | 1000 | $832M | United States | Vestmark | Vestmark VAST Portfolios | Portfolio and Investment Management | 2025 | n/a |
In 2025, Corient announced a strategic partnership with Vestmark to consolidate portfolio management and trading across its national advisor network by centralizing investment and trading operations on Vestmark VAST Portfolios. The deployment is described as a United States portfolio and trading implementation that positions Vestmark VAST Portfolios as the primary Portfolio and Investment Management application supporting Corient's advisor-facing and centralized investment workflows.
The technical footprint centers on core Portfolio and Investment Management capabilities, including centralized portfolio construction and model management, trade order orchestration, and consolidated reporting and compliance workflows. Vestmark VAST Portfolios was configured to support portfolio and trading lifecycle functions typical of the category, aligning model delivery, trade generation, and post-trade reporting into a unified platform.
Operational scope covers Corient's national advisor network and centralized investment operations, bringing advisor-facing portfolio configuration and centralized trading execution into a single technology surface. The implementation narrative emphasizes consolidation of trading and portfolio management functions across front-office advisor channels and back-office investment operations without specifying external system integrations.
Governance and process changes focus on centralizing investment operations and standardizing portfolio and trading workflows under Vestmark VAST Portfolios, enabling Corient to enforce consistent model governance and trade execution policies across its advisor network. Corient Vestmark VAST Portfolios Portfolio and Investment Management supports the companys portfolio management and trading business functions through centralized operational control and standardized governance.
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Pensionmark Retirement Group | Banking and Financial Services | 46 | $5M | United States | Vestmark | Vestmark VAST Portfolios | Portfolio and Investment Management | 2024 | n/a |
In 2024 Pensionmark Retirement Group implemented Vestmark VAST Portfolios, a Portfolio and Investment Management application, as part of a strategic partnership with Vestmark to power the Pensionmark/World MAP wealth platform. The announcement specifies Vestmark VAST Portfolios and VestmarkONE were provisioned to underpin advisor-facing platform capabilities within Pensionmark/World MAP for U.S. wealth operations.
The implementation configures Vestmark VAST Portfolios to support Separately Managed Accounts and Unified Managed Accounts, tax managed transitions, and advisor workflows, aligning portfolio management functionality with managed account servicing. Integration with VestmarkONE is used to provide platform orchestration and account servicing across SMA and UMA lifecycles, while functional modules emphasize portfolio composition, tax management transition logic, and advisor workflow automation. The rollout scope is U.S. advisor channels and wealth management operations, with governance focused on standardizing advisor workflows and operational controls for tax managed transitions to scale advisor offerings and streamline tax efficient asset transitions.
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Strive Asset Management | Banking and Financial Services | 31 | $4M | United States | Vestmark | Vestmark VAST Portfolios | Portfolio and Investment Management | 2024 | n/a |
In 2024, Strive Asset Management launched a Direct Indexing SMA offering powered by Vestmark VAST Portfolios. The implementation uses Vestmark VAST Portfolios within the Portfolio and Investment Management category to deliver daily tax-loss harvesting, in-kind transfers, and proxy voting for U.S. portfolio and wealth management clients.
Vestmark VAST Portfolios was configured to provide portfolio-level tax lot management and automated harvesting workflows, supporting in-kind transfer processing and the capture and execution of proxy voting instructions. Functional scope included personalized basket construction for direct indexing, automated rebalancing aligned to advisor-directed models, and record keeping necessary for tax-optimized portfolio operations.
The program integrates Vestmark VAST Portfolios with advisor platform and custodian channels, specifically making Strive’s Direct Indexing offering available on Fidelity and Schwab advisor platforms. Integration focused on platform connectivity to surface account-level tax lot visibility to advisors and to route transfers and voting instructions through custodian workflows.
Governance and rollout were announced November 26, 2024, with operational emphasis on advisor-facing distribution, operationalizing proxy voting workflows, and enabling advisors to offer tax-optimized, personalized portfolios at scale. Strive Asset Management leverages Vestmark VAST Portfolios to expand advisor distribution and to operationalize daily tax management and transfer capabilities within advisor platform workflows.
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Buyer Intent: Companies Evaluating Vestmark VAST Portfolios
- Affordable Housing Concepts, a United States based Construction and Real Estate organization with 30 Employees
- Ey India, a India based Professional Services company with 50000 Employees
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