Vestmark VAST

A promise that makes RIA businesses bigger and better.

Vestmark’s SaaS ingenuity had established the firm’s leadership in wealth tech while addressing the disparity between infinite portfolio customization used by institutions and the limited customizability in the RIA space. Solving this commercially attractive opportunity, they developed a direct-index multi-asset SMA platform, partnered with S&P DJI on model indices, and changed retail portfolios forever.

Our job was to name the platform and bring it to market.