VestServe

Financial Software · Massachusetts, United States · 11-50 Employees

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Overview

Headquarters

14 Felton St, Waltham, Massachusetts, 02...

Phone Number

(781) 209-0262

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
May
Jun
ZI Rank
1
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1

About VestServe

VestServe offers a powerful and customizable Investment Management System (IMS) designed for investment advisors, portfolio managers, endowments, hedge funds, and family offices. Their solutions provide robust accounting and reporting capabilities, enabling clients to manage portfolios effectively while ensuring accuracy and reliability. The platform supports various ownership structures and offers extensive customization for reporting and analytics. VestServe aims to improve operational efficiencies, reduce costs, and enhance customer service through real-time accounting and integrated reporting tools.Explore more
VestServe's Social MediaPopular SearchesVestServe CoVestServeSIC Code 73,737NAICS Code 51,513Show more

VestServe Org Chart

PhoneEmail
KD
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

VestServe

<$5M
11-50
Private
-
2001
KD
Koji DowdVice President
$5.5M
11-50
Private
-
2008
JM
Joseph MarrenPresident, CEO & Chief Information Officer
<$5M
11-50
Private
-
2003
CL
Charles LynamPartner, Chief Financial Officer
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
1976
<$5M
11-50
Private
-
2013
N/A
<$5M
1-10
Private
-
2008
SM
Sadie McCarthyInvestor Relations Marketing Analyst
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

VestServe Tech Stack

A closer look at the technologies used by VestServe

VestServe News & Media

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Frequently Asked Questions Regarding VestServe

What is VestServe's official website?
VestServe's official website is www.vestserve.com
What is VestServe's Revenue?
VestServe's revenue is <$5 Million
What is VestServe's SIC code?
VestServe's SIC: 73,737
What is VestServe's NAICS code?
VestServe's NAICS: 51,513
How many employees does VestServe have?
VestServe has 11-50 employees
What industry does VestServe belong to?
VestServe is in the industry of: Financial Software, Software
What is VestServe competition?
VestServe top competitors include: Delphin Investments, ETP Forum, QVest, KStone Partners
What technology does VestServe use?
Some of the popular technologies that VestServe uses are: WooCommerce, WordPress.org, PHP, Google Font API
How do I contact VestServe?
VestServe contact info: Phone number: (781) 209-0262 Website: www.vestserve.com
What does VestServe do?

VestServe offers a powerful and customizable Investment Management System (IMS) designed for investment advisors, portfolio managers, endowments, hedge funds, and family offices. Their solutions provide robust accounting and reporting capabilities, enabling clients to manage portfolios effectively while ensuring accuracy and reliability. The platfo... rm supports various ownership structures and offers extensive customization for reporting and analytics. VestServe aims to improve operational efficiencies, reduce costs, and enhance customer service through real-time accounting and integrated reporting tools.Read More

What are VestServe social media links?
VestServe Linkedin page
Is VestServe a public company?
VestServe is private company therefore does not currently have an official ticker symbol
See more information about VestServe

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