Vestmark
Founded Year
2001Stage
Unattributed - II | AliveTotal Raised
$42.92MLast Raised
$11.65M | 6 yrs agoAbout Vestmark
Vestmark is a wealth management and investment advisory platform. Its integrated technology solution provides proposal generation, portfolio construction and management, trade and rebalancing, compliance, performance measurement, and more. It was founded in 2001 and is based in Wakefield, Massachusetts.
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Expert Collections containing Vestmark
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Vestmark is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
2,251 items
A category of financial technology that is digitizing & streamlining the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
7,985 items
US-based companies
Vestmark Patents
Vestmark has filed 3 patents.
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
9/11/2015 | 1/8/2019 | Financial markets, Investment, Derivatives (finance), Stock market, Electronic trading systems | Grant |
Application Date | 9/11/2015 |
|---|---|
Grant Date | 1/8/2019 |
Title | |
Related Topics | Financial markets, Investment, Derivatives (finance), Stock market, Electronic trading systems |
Status | Grant |
Latest Vestmark News
May 19, 2023
share Here's your look at the latest hires and promotions across the tech community at SimpliSafe, Vestmark, Particle Health, Rhapsody, AVIA, Contentsquare, and Sesame. Did I miss your new employees? Send me an email with their name and details about their new role. I'll add them to next week's edition of Talent on the Move. Previously, Senior Cybersecurity Engineer at Raytheon Missiles & Defense Vestmark is hiring! Previously, General Manager, Healthcare Solutions Business Unit at Komodo Health Rhapsody Previously, Chief Financial Officer at Rocket Software AVIA Previously, Global Care Delivery Reinvention Lead at Accenture Contentsquare Previously, Chief Financial Officer at Firmenich Sesame Previously, Chief Technology Officer at GasBuddy ✕ Sign up for personalized job alerts, daily insights, & weekly career advice. Keep informed about job opportunities, companies, and more. 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Vestmark Frequently Asked Questions (FAQ)
When was Vestmark founded?
Vestmark was founded in 2001.
Where is Vestmark's headquarters?
Vestmark's headquarters is located at 100 Quannapowitt Parkway, Wakefield.
What is Vestmark's latest funding round?
Vestmark's latest funding round is Unattributed - II.
How much did Vestmark raise?
Vestmark raised a total of $42.92M.
Who are the investors of Vestmark?
Investors of Vestmark include Alumni Ventures, Summit Partners and Hub Angels Investment Group.
Who are Vestmark's competitors?
Competitors of Vestmark include YieldX and 6 more.
Compare Vestmark to Competitors
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BetaSmartz is a B2B investment SaaS platform with expertise at the center of technology and financial services. The firm offers a complete suite of fully customizable B2B2C white-labeled digital and automated back, middle and front office solutions to financial institutions.
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
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