Pensionmark Financial Group and the financial services division of World Insurance Associates have formed a strategic partnership with Vestmark.
The collaboration between Pensionmark and Vestmark is a significant step forward in the financial services industry, leveraging the strengths of both organizations to create a dynamic platform designed to meet the evolving needs of advisors and clients.
“At Pensionmark, we seek to be premier partners to our advisors and take the back-office burden off their shoulders so they can focus on what they do best – serve their clients,” said Nate Garrison, CIO of Pensionmark. “In order for us to onboard that burden successfully and at scale, Pensionmark partners with leading technology providers. For wealth management, we are confident we found that in Vestmark.”
Karl Roessner, Vestmark CEO, said. “This partnership represents our ongoing commitment to shaping the future of wealth management by empowering advisors to