Platinum Sponsor

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and over 5 million accounts, Vestmark is a trusted partner to some of the largest and most respected wealth management firms. To learn more, visit

Additional sponsors to be announced soon

Interested in sponsoring this event? Please contact us at