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.

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VESTMARK

Social Links:

Facebook

Twitter

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

Email Addresses:

[email protected]

Total Funding:

50.35 M USD

Technology used in webpage:

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Current Advisors List

paul-milbury_image

Paul Milbury Director, Audit Committee Chair @ Vestmark
Board_member
2020-04-01

Current Employees Featured

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John Lunny
John Lunny Chief Executive Officer @ Vestmark
Chief Executive Officer
2008-08-01

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Heeren Pathak
Heeren Pathak Chief Technology Officer @ Vestmark
Chief Technology Officer
2004-01-01

mark-peabody_image

Mark Peabody
Mark Peabody Senior Vice President of Product Management @ Vestmark
Senior Vice President of Product Management
2004-07-01

steve-camp_image

Steve Camp
Steve Camp SVP, Director BPO @ Vestmark
SVP, Director BPO
2013-01-01

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Ed Friedlander
Ed Friedlander Senior Vice President of Business Development @ Vestmark
Senior Vice President of Business Development
2005-01-01

dennis-sheckler_image

Dennis Sheckler
Dennis Sheckler Chief Technologist, Investment Systems @ Vestmark
Chief Technologist, Investment Systems

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Mark Donohue
Mark Donohue CFO @ Vestmark
CFO
2018-08-01

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Michael Blundin
Michael Blundin Chief Executive Officer @ Vestmark
Chief Executive Officer
2021-09-01

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David Gordon
David Gordon SVP, Direct Indexing @ Vestmark
SVP, Direct Indexing
2022-02-01

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Chuck Johnson
Chuck Johnson Founder, Chief Information Officer @ Vestmark
Founder, Chief Information Officer
2001-01-01

Founder

chuck-johnson_image

Chuck Johnson

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

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Newest Events participated

Participated in Digital Wealth and Asset Management Forum on 2019-10-30 as sponsor

Key Employee Changes

Date	New article
2022-09-08	Vestmark Expands Leadership Team, Naming Karl Roessner CEO
2022-02-15	Vestmark Names David Gordon SVP, Direct Indexing
2022-02-01	Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
2021-09-17	Vestmark Names Company Veteran Michael Blundin as Chief Executive Officer

Official Site Inspections

http://www.vestmark.com Semrush global rank: 3.94 M Semrush visits lastest month: 3.16 K

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