
Pensionmark, Vestmark Join Forces to “Revolutionize” Wealth Management
Wealth management software, services and solutions provider Vestmark has entered a strategic partnership with financial advisory firm Pensionmark Financial Group, the financial services division of World Insurance Associates LLC, “aimed at revolutionizing the landscape of wealth management” by delivering personalized, multi-asset investment portfolios and tax management services to financial advisors and clients.
The Pensionmark collaboration expands Wakefield, MA-based Vestmark’s footprint in the wealth management industry, where it currently supports over $1.5 trillion in assets and 5.5 million accounts, and will offer Pensionmark’s advisors access to offerings, including Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA), curated, advisor-managed investment options, and more.
“Pensionmark’s extensive expertise in the retirement space and commitment to the wealth management space, combined with Vestmark’s innovative technology platform VestmarkONE, and breakthrough outsourced portfolio management solution VAST, positions us to deliver front-line solutions to Pensionmark’s advisors,” said Vestmark CEO Karl Roessner.

