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Discover bespoke classic services from Wealthmark Institutional built for sophisticated investors and asset managers, including hedge funds, family offices, liquidity providers, proprietary trading firms, brokers, and more.

wealthmark classic

Introducing Wealthmark Classic services

Normal Sub-Account
Normal Sub-Account
Normal Sub-Account

Fund Segregation and Risk Management

Management Sub-Account
Management Sub-Account
Asset Management Sub-Account

Entrust Your Accounts to Professional Asset Managers

Managed Sub-Account
Managed Sub-Account
Managed Sub-Account

Diversify Portfolio with Multiple Trading Teams

At Wealthmark, we understand that timeless financial strategies and dependable services are the cornerstones of enduring success. Our Wealthmark Classic Services are designed to offer you a seamless and comprehensive suite of solutions that cater to both traditional and modern financial needs. Whether you are an individual investor, a business owner, or a financial institution, our Classic Services are crafted to provide unmatched value and reliability.
  • Personalized Wealth Management
  • Expert Financial Consulting
  • Diverse Investment Solutions
  • Holistic Financial Planning
  • Dedicated Account Management
  • Global Reach with Local Expertise
  • Innovative Market Insights
  • Risk Management Strategies
  • Customized Business Solutions
  • Transparent Communication
Wealthmark Classic Services also encompass a range of innovative investment solutions designed to keep you ahead in a competitive market. Our investment offerings include traditional assets such as equities and bonds, as well as alternative investments that can provide additional growth opportunities. Our investment team continuously monitors market trends and adjusts strategies to ensure that your portfolio remains aligned with your goals and adapts to changing conditions.

Key Benefits

  • Tailored investment strategies and diverse solutions maximize returns and enhance your financial growth potential.
  • Expert financial consulting and innovative market insights provide you with the knowledge needed to make strategic, well-informed decisions.
  • Holistic financial planning, including tax strategies, estate planning, and risk management, ensures that all aspects of your financial life are addressed.
  • Dedicated account managers offer personalized attention and support, ensuring that your needs are met and questions are answered promptly.
  • Benefit from a blend of global financial solutions and local market expertise, providing you with a well-rounded approach to managing and growing your assets.

Industry Leading Innovations with Institutional Focus

Group Account
Group Entity 1
Group Entity 2
Group Entity 3
Trader 1
Trader 2
Trader 3
At Wealthmark, we leverage state-of-the-art technology to deliver unparalleled financial solutions. Our advanced platforms offer real-time data analytics, sophisticated risk management tools, and automated trading systems designed to enhance decision-making and operational efficiency. By integrating artificial intelligence and machine learning, we provide predictive insights and actionable intelligence that help institutions stay ahead of market trends and optimize their portfolios.
  • Advanced platforms featuring real-time data analytics, AI-driven insights, and automated trading systems to enhance decision-making and operational efficiency.
  • Sophisticated risk assessment tools and strategies that identify potential risks and develop effective mitigation plans, ensuring resilience and alignment with risk tolerance.
  • Expertise in navigating regulatory requirements, providing guidance to ensure adherence to industry standards and avoid compliance issues.
  • Access to a network of industry contacts and partners for collaboration, knowledge sharing, and opportunities to leverage exclusive insights and growth potential.
In today’s rapidly evolving financial landscape, staying ahead of the curve requires a blend of cutting-edge technology and a deep understanding of institutional needs. Wealthmark is at the forefront of this evolution, offering industry-leading innovations tailored specifically for institutional clients. Our commitment to excellence ensures that your organization can navigate complexities with confidence and achieve its strategic goals.
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  • Family Offices
  • Asset Managers
  • Proprietary Trading Firms
  • More
Asset Management Sub-Accounts are exclusive to VIP clients. Contact your account manager or email classic@wealthmark.com.

Key Benefits

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Industry Leading Innovations with Institutional Focus

Group Account
Group Entity 1
Group Entity 2
Group Entity 3
Trader 1
Trader 2
Trader 3
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To activate Wealthmark Fund Manager, please contact your VIP sales representative or send an email to vip@Wealthmark.com.
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  • dummy text
  • dummy text
  • Family Offices
  • Asset Managers
  • Proprietary Trading Firms
  • More
Asset Management Sub-Accounts are exclusive to VIP clients. Contact your account manager or email classic@wealthmark.com.

Key Benefits

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  • Lorem Ipsum is simply dummy text of the printing
  • Lorem Ipsum is simply dummy text of the printing
  • Lorem Ipsum is simply dummy text of the printing

Industry Leading Innovations with Institutional Focus

Group Account
Group Entity 1
Group Entity 2
Group Entity 3
Trader 1
Trader 2
Trader 3
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry's
  • Lorem Ipsum is simply dummy text of the printing
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To activate Wealthmark Fund Manager, please contact your VIP sales representative or send an email to vip@Wealthmark.com.

Why Choose Wealthmark Classic Service ??

Enhance asset allocation and capital efficiency with a flexible account architecture that follows your lead.
Execute and manage large orders simultaneously from multiple accounts with robust order management system and API endpoints.
Download reports on trade history and account balance, and share them with external stakeholders.
Monitor account risks at a glance, and adjust trading strategies in real-time based on your risk appetite.
Improve security through permission controls and customize access rights for different sub-accounts and users.
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