VESTMARK
Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. With a Software as a Service (SaaS) deployment approach, Vestmark's customers currently manage over 1 million accounts representing over $250 billion in assets under management.
VESTMARK
Industry:
Enterprise Software Financial Services Information Technology SaaS Software Trading Platform
Founded:
2001-01-01
Address:
Wakefield, Massachusetts, United States
Country:
United States
Website Url:
http://www.vestmark.com
Total Employee:
101+
Status:
Active
Contact:
(781)224-3640
Total Funding:
50.35 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving SPF Apple Mobile Web Clips Icon Google Font API Google Tag Manager Google Analytics Google Maps Content Delivery Network
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Current Advisors List
Board_member
2020-04-01
Board_member
2019-11-01
Current Employees Featured
Mark Peabody Senior Vice President of Product Management @ Vestmark
Senior Vice President of Product Management
2004-07-01
Steve Camp SVP, Director BPO @ Vestmark
SVP, Director BPO
2013-01-01
Ed Friedlander Senior Vice President of Business Development @ Vestmark
Senior Vice President of Business Development
2005-01-01
Dennis Sheckler Chief Technologist, Investment Systems @ Vestmark
Chief Technologist, Investment Systems
Mark Donohue CFO @ Vestmark
CFO
2018-08-01
Karl Roessner Chief Executive Officer @ Vestmark
Chief Executive Officer
2022-09-01
John Lunny Vice Chairman @ Vestmark
Vice Chairman
2021-09-01
David Gordon SVP, Direct Indexing @ Vestmark
SVP, Direct Indexing
2022-02-01
Chuck Johnson Founder, Chief Information Officer @ Vestmark
Founder, Chief Information Officer
2001-01-01
Agnes Hong EVP, Chief Investment Officer & Head of Advisory Services @ Vestmark
EVP, Chief Investment Officer & Head of Advisory Services
2022-01-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2018-10-16 | Adhesion Wealth Advisor Solutions | Adhesion Wealth Advisor Solutions acquired by Vestmark | N/A |
| 2004-07-26 | LifeHarbor | LifeHarbor acquired by Vestmark | N/A |
Investors List
Vestigo Ventures
Vestigo Ventures investment in Venture Round - Vestmark
Alumni Ventures
Alumni Ventures investment in Private Equity Round - Vestmark
Green D Ventures
Green D Ventures investment in Private Equity Round - Vestmark
Vestigo Ventures
Vestigo Ventures investment in Private Equity Round - Vestmark
Summit Partners
Summit Partners investment in Private Equity Round - Vestmark
Link Ventures
Link Ventures investment in Private Equity Round - Vestmark
Newest Events participated
Key Employee Changes
Official Site Inspections
http://www.vestmark.com Semrush global rank: 2.82 M Semrush visits lastest month: 5.96 K
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