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Unified Wealth Management

Vestmark has worked with leading wealth management firms to deliver solutions that provide seamless advice delivery, and compliance with industry regulation, while growing their business. Our team is made up of highly skilled software engineers, implementation specialists, business strategists & visionaries who maintain an eye toward the future of financial technology.

  • Min project size
    $1,000+
  • Hourly rate
    < $25 / hr
  • Employees
    250 - 999
  • Locations
    Wakefield, MA
  • Year founded
    Founded 2001

1 Locations

  • Wakefield , MA

Service Lines
Accounting
30%
Back Office Outsourcing
30%
Business Consulting
20%
Custom Software Development
20%
Select Focus Area
General Accounting Focus
Financial Accounting
100%
Tax Focus
Tax Preparation
100%
Industries

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Clients

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Locations (1)

100 Quannapowitt Parkway Suite 205 Wakefield, MA, United States 01880

251 - 300

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