Vestmark
Highly Engaged Employees
Highly Engaged EmployeesFinancial 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: 3
Signal Type
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ZI Rank
5
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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 Org Chart
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Activity Insights
Vestmark is experiencing very low activity levels compared to other companies in the Software sector.
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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
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Open Position
Person-Based
Product Marketing
Left Company
Executive Move
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Open Position
Person-Based
Vestmark News & Media
ENVESTNET TO ACQUIRE VESTMARK, EXTENDING ITS CAPABILITIES TO MEET THE ADVISOR MARKET'S GROWING DEMAND FOR INCREASINGLY SOPHISTICATED TRADING AND TAX SOLUTIONS
Acquisition Adds Vestmark's Trading, Tax Transition, and Engineering Capabilities — and a Complementary Client Base — to Envestnet's Ecosystem, While Accelerating Delivery of Core and AI-Forward Innovation BERWYN, Pa. and BOSTON, Sept. 9, 2026 /PRNewswire/ -- Envestnet, a leading Adaptive...Vestmark Opens AI Research Center for Wealth Management
The facility will focus on developing AI-enabled solutions for portfolio management, trading, tax optimization and advisor workflows at the firm.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 advisors
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
