Orion Advisor Technology

Vestmark

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Headquartered outside of Boston, Mass. 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 more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. Our team of over 400 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career.

AssetMark

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AssetMark supports financial advisors in their life’s work by giving them the tools they need to be successful, freeing them to help their clients achieve their life goals. AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. This translates to more choices and potentially better financial outcomes for everyday people as advisors leverage AssetMark's resources to craft personalized investment plans and navigate the complexities of the market. Our company's mission is centered around helping financial advisors make a difference in the lives of their clients. This is fueled by our empathetic and passionate team, which is dedicated to complex problem-solving in support of our mission.