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Vestmark
Financial Software · Massachusetts, United States · 400 Employees
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About
Headquarters
100 Quannapowitt Pkwy Ste 205, Wakefield, Massa...Website
www.vestmark.comRevenue
$84 MillionIndustry
Recent News & Media
Highlights
$50.3M
Total Funding Amount
$11.7M
Most Recent Funding Amount
5
Number of Funding Rounds
Who is Vestmark
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors.Read more
Popular SearchesVestmark IncVestmarkVetmark IncVestmark LLCLv2 Lp Vestmark Series 9 LLCSIC Code 73,737NAICS Code 51,513Show moreVestmark Org Chart
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Vestmark Company Metrics
Funding
Funding DateSep 25, 2017
RoundPrivate Equity
Amount$11.7M
Investors
Funding DateSep 11, 2017
RoundOther Financing Round
Amount-
InvestorsVestigo Ventures
Funding DateOct 31, 2016
RoundOther Financing Round
Amount$7M
InvestorsVestigo Ventures, Green D Ventures
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$50.3M
Total Funding Amount
$11.7M
Most Recent Funding Amount
5
Number of Funding Rounds
Acquisitions & Subsidiaries
LifeHarbor
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Vestmark Tech Stack
A closer look at the technologies used by Vestmark
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Vestmark News & Media
Vestmark Announces New Strategic Partnership to Support Rapidly Expanding RIA Channel
Vestmark VAST® to help deepen presence among RIAs with custom model portfolios and tax management services. WAKEFIELD, Mass., Feb. 27, 2024 /PRNewswire/ -- Vestmark, Inc., a leading provider of wealth management software and services, and Invesco Ltd. (NYSE: IVZ), a leading global...Feb 27, 2024Vestmark Advisory Solutions Inc. Raises Stake in Teradyne, Inc. - Best Stocks
In a surprising turn of events, Vestmark Advisory Solutions Inc. has announced that it raised its position in Teradyne, Inc. by 2.3% during the firstAug 13, 2023Vestmark Recognized as One of the Best Places to Work by Boston Business Journal
Vestmark, Inc., a leading provider of wealth management software and services, has been named a 2023 Best Place to Work... Read More The post Vestmark Recognized as One of the Best Places to Work by Boston Business Journal appeared first on citybiz.May 4, 2023Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios
Vestmark will manage these SMA strategies based on three new indices created by S&P Dow Jones Indices, along with three longstanding S&P indices WAKEFIELD, Mass., Jan. 25, 2023 /PRNewswire/ -- Vestmark, Inc., a leading provider of wealth management software and services, today announced...Jan 25, 2023Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston
Now in its fifth year, the list recognizes top technology companies according to key criteria WAKEFIELD, Mass., Jan. 13, 2023 /PRNewswire/ -- Vestmark, Inc., a leading provider of wealth management software and services, today announced that, for the second year in a row, it is has been...Jan 13, 2023
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Frequently Asked Questions regarding Vestmark
Headquartered outside of Boston, MA and founded in 2001, Vestmark is a provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors.... Read More
