Vestmark

Financial Software · Massachusetts, United States · 201-500 Employees

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Overview

Headquarters

100 Quannapowitt Pkwy Ste 205, Wakefield...

Phone Number

(781) 224-3640

Revenue

$84 Million

Industry

Financial Software Software Software Testing Business Services
ZI Rank: 3
Signal Type
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May
ZI Rank
6
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About 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.Explore more
Vestmark's Social MediaPopular SearchesVestmark IncVestmarkVestmark LLCVetmark IncLv2 Lp Vestmark Series 9 LLCSIC Code 73,737NAICS Code 54,541Show more

Vestmark Org Chart

KR
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Chief Executive Officer

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Freedom Dumlao, Chief Technology Officer & Chief AI Officer at Vestmark
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Chief Technology Officer & Chief AI Officer

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MB
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President & Chief Operating Officer

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Ananya Balaram, Chief Revenue Officer at Vestmark
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Chief Revenue Officer

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Nicholas Thurlow, Chief People Officer at Vestmark
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Chief People Officer

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CF
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Chief Product Officer

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Company Name

Revenue

Number of Employees

Type

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Founded In

Top Executive

Vestmark

$84M
201-500
Private
$50.3M
2001
$252.1M
1K - 5K
Private
$602.8M
2009
Sally Buchanan, Chief People Officer at Addepar
Sally BuchananChief People Officer
$201.6M
1K - 5K
Private
$469M
2006
Wiktor Mikos, Platform Technology at Enfusion
Wiktor MikosPlatform Technology
$189M
501-1,000
Private
$170.8M
2012
AA
Ajay AgrawalFounder & CEO
$126M
501-1,000
Private
-
2000
$65.9M
201-500
Private
-
2000
$48.7M
51-200
Private
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2006
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

Vestmark is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

Vestmark is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Vestmark.

Vestmark financials insights

Gather financial insights about Vestmark, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2009

Private Equity

$1.7M

2016

Private Equity

$30M

Other Financing Round

$7M

2017

Private Equity

$11.7M

See All Vestmark's Financials Insights

Vestmark Tech Stack

A closer look at the technologies used by Vestmark

Most Recent Scoops

Open Position
Open Position
Hiring Plans
Vestmark has more open roles in Operations than it has had at any time in the past 12 months. Areas of expertise include: Client Onboarding, Advisory Work, Project Management, Escalation Management, Continuous Improvement Process, and Partner Relationship Management.
Hiring Plans
Person-Based
Artificial Intelligence
Open Position
See more scoops

Top Financial Software Companies

Frequently Asked Questions Regarding Vestmark

What is Vestmark's official website?
Vestmark's official website is www.vestmark.com
What is Vestmark's Revenue?
Vestmark's revenue is $84 Million
What is Vestmark's SIC code?
Vestmark's SIC: 73,737
What is Vestmark's NAICS code?
Vestmark's NAICS: 54,541
How many employees does Vestmark have?
Vestmark has 201-500 employees
What industry does Vestmark belong to?
Vestmark is in the industry of: Financial Software, Software, Software Testing
What is Vestmark competition?
Vestmark top competitors include: Addepar, eMoney Advisor, Tamarac, Sirion
What companies has Vestmark acquired?
Vestmark has acquired the companies: LifeHarbor
What technology does Vestmark use?
Some of the popular technologies that Vestmark uses are: Freshservice, Zingfit, WordPress.org, reCAPTCHA
Who is the CTO of Vestmark?
Vestmark's CTO is Freedom Dumlao
How do I contact Vestmark?
Vestmark contact info: Phone number: (781) 224-3640 Website: www.vestmark.com
What does Vestmark do?

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

What are Vestmark social media links?
Vestmark Linkedin page Vestmark Twitter page Vestmark Facebook page
Who invested in Vestmark?
Vestmark has 6 investors including Vestigo Ventures, Green D Ventures, Vestigo Ventures and Summit Partners.
Is Vestmark a public company?
Vestmark is private company therefore does not currently have an official ticker symbol
See more information about Vestmark

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