Vestmark

Vestmark

Personalized Investing at Scale®

Founded 2001

Wakefield, United States 391 employees Venture round Total: $50.35M Enterprise Software, Financial Services +3

Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors. Founded in 2001 and headquartered outside of Boston, Mass., the company supports over $1.5 trillion in assets and 5.5 million accounts, making it a partner to some of the largest and most respected wealth management firms. Their innovative technology platform enables efficient management of customized client portfolios. The company's success is attributed to its passionate, ambitious, and driven professionals. Vestmark's thriving work culture promotes individual growth, team collaboration, and employee wellness, resulting in high client satisfaction and low employee turnover. They offer a wide range of employee resources, social activities, and opportunities for employee development to nurture fulfilling careers. Vestmark's last investment was a $11.65M Venture Round in October 2017, with funding from Vestigo Ventures. The company operates primarily in the Enterprise Software, Financial Services, Information Technology, SaaS, and Trading Platform industries, emphasizing their dedication to providing Personalized Investing at Scale® in the United States.

Funding Stage	Amount	Investors	Lead Investors	Date
Venture Round	$11.65M	1	Vestigo Ventures	10 Oct 2017
Private Equity Round	$37.00M	5	Link Ventures, Summit Partners +3	31 Oct 2016
Venture Round	$1.70M	-		08 Jun 2009

Funding Stage

Amount

Investors

Lead Investors

Date

Venture Round

$11.65M

Vestigo Ventures

10 Oct 2017

Private Equity Round

$37.00M

Link Ventures, Summit Partners +3

31 Oct 2016

Venture Round

$1.70M

08 Jun 2009

FAQ About Vestmark

Personalized Investing at Scale®

Vestmark was founded in 2001.

Vestmark is headquartered in Wakefield, United States.

Vestmark operates in Enterprise Software, Financial Services, Information Technology, SaaS and Trading Platform. Its work centres on Portfolio management, Investment solutions, Financial technology and Wealth management.

Vestmark has approximately 391 employees.

Vestmark has completed 3 funding rounds, raising a total of $50.35M. The latest funding stage is Venture round.

Top alternatives and competitors to Vestmark include Asurafin, Private Wealth Systems, Elinvar, Ago, Jarvis Invest. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

Vestmark and Asurafin are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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FAQ About Vestmark