Vestmark
Financial Software · Massachusetts, United States · 201-500 Employees
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Overview
Headquarters
100 Quannapowitt Pkwy Ste 205, Wakefield...Phone Number
(781) 224-3640Website
www.vestmark.comRevenue
$84 MillionIndustry
ZI Rank: 2
Signal Type
Jan
Feb
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ZI Rank
5
3
5
2
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2
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$189M
501-1,000
Private
$170.8M
2012
SA
Swati AashiChief of Staff & Leadership Panel) Business, Product, UX, Initiatives, Cs Executive
$126M
501-1,000
Private
-
2000
JN
Jason NovakSenior Vice President, Information Technology Operations and Security and Chief Security Officer
Company Profile 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
Vestmark Tech Stack
A closer look at the technologies used by Vestmark
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Most Recent Scoops
Person-Based
Person-Based
Asset Management
Hiring Plans
Vestmark has more open roles in Sales than it has had at any time in the past 6 months.
Hiring Plans
Person-Based
Award, Mobile Applications
Open Position
Vestmark News & Media
Vestmark Elevates CTO to Chief AI Officer—Embedding Intelligence in $2 Trillion Wealth ... - Bitget
The main character in the wealth tech AI story just got a new title. On April 2, Vestmark made a strategic move to cement AI's role in its platform b | Bitget crypto news!Vestmark Names CTO Freedom Dumlao Chief AI Officer - Wealth Management
Freedom Dumlao to lead AI strategy at Vestmark, driving innovation in portfolio management, trading, and compliance for financial advisorsVestmark Names CTO Freedom Dumlao Chief AI Officer
Freedom Dumlao takes on an expanded role at Vestmark, leading AI strategy to enhance portfolio management, trading and compliance processesThe WealthStack Podcast: Vestmark CTO Freedom Dumlao - Wealth Management
Shannon Rosic and Vestmark CTO Freedom Dumlao explore how AI reshapes advisor workflows and client personalization challenges
Read more news
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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
