Vestrata

Vestrata is a fintech company that offers state-of-the-art technology and analytics in helping clients fundamentally transform their business model and investment offering. Vestrata offers a single, integrated and scalable platform that delivers a suite of discretionary, advisory, alternatives and ESG investment solutions that help wealth managers to drive improved client engagement, control risk and reduce cost. The platform’s products and solutions portal provides management and enterprise-wide view of client opportunities and engagement at multiple levels, including portfolio, client relationship, client advisor, or team level.