Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients' portfolios using an innovative SaaS ecosystem. With over $1.3 trillion in assets and nearly 5 million accounts, we are a trusted partner to some of the largest and most respected players across the wealth management industry.
At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.
At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.
Location: United States, Virginia, Wakefield
Employees: 201-500
Phone: +1 781-224-3640
Total raised: $30M
Founded date: 2001
Investors 2
| Date | Name | Website |
| 13.05.2023 | Link Ventu... | linkventur... |
| - | Summit Par... | summitpart... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 14.04.2016 | - | $30M | Summit Par... |
Mentions in press and media 9
| Date | Title | Description |
| 27.01.2022 | AllianceBernstein and Vestmark Unveil Tech-Powered Custom Municipal Solutions Platform | NASHVILLE, Tenn., Jan. 27, 2022 /PRNewswire/ -- AllianceBernstein ("AB") (NYSE: AB), a leading research and global investment firm, announced today a new partnership with Vestmark, Inc. a leading provider of wealth management solu... |
| 14.09.2021 | For the Third Year in a Row, Adhesion Wealth Takes Home WealthManagement.com Industry Awards for Model Marketplaces | CHARLOTTE, N.C., Sept. 14, 2021 /PRNewswire/ -- Adhesion Wealth®, a Vestmark company, was presented with two awards at the seventh annual WealthManagement.com Industry Awards on Sept. 9. The Adhesion Wealth Manager Exchange was honored for ... |
| 31.08.2021 | Adhesion Wealth : Partners with Addepar to Provide Customizable Investment Management Solutions for RIAs | CHARLOTTE, N.C., Aug. 31, 2021 /PRNewswire/ -- Adhesion Wealth®, a managed account provider for registered investment advisors (RIAs), today announced it has entered into a partnership with Addepar, a leading technology platform for wealth ... |
| 14.06.2021 | Vestmark : And FLX Distribution Announce Strategic Partnership Expanding Access For Both Asset Managers And Wealth Managers | WAKEFIELD, Mass. and BERNARDSVILLE, N.J., June 14, 2021 /PRNewswire/ -- Vestmark and FLX Distribution today announced a strategic partnership bringing to market a robust set of complementary offerings that deliver on a joint mission to prov... |
| 14.06.2021 | Vestmark And FLX Distribution Announce Strategic Partnership Expanding Access For Both Asset Managers And Wealth Managers | Partnership underscores value of forward-thinking models that service both sides of distribution ecosystem Vestmark and FLX Distribution announced a strategic partnership bringing to market a robust set of complementary offerings that deliv... |
| 17.10.2017 | AirFox ICO, XFactor’s 1st Investments & Other Boston Funding News | Share Share on Facebook Share on Twitter LinkedIn Email Reprints [Updated 10/17/17, 9:54 am. See below.] It’s time to catch up on the latest venture capital investments and other funding news from the Boston tech scene: —XFactor Ventures an... |
| 14.04.2016 | Vestmark Receives $30M Equity Investment from Summit Partners | Vestmark, a Wakefield, MA-based SaaS provider of unified wealth management solutions for financial advisors and institutions, received a $30m equity investment from Summit Partners. The company intends to use the funds to increase investmen... |
| 13.04.2016 | Vestmark Raises $30M | BOSTON, MA, Leading SaaS provider of comprehensive unified wealth management solutions for financial advisors and institutions, has closed a $30 million dollar investment. >> Click here for more funding data on Vestmark >> T... |
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