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About Vestmark Stock
Founded
2001
Headquarters
Wakefield, MA, US
Industries
Software, Artificial Intelligence, Data and Analytics
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 Press Mentions
Stay in the know about the latest news on Vestmark
Advisor Tech Talk (Week of 12/9/25)
dwealth • Jan 30, 2026
RIA Breakaway WayCrest: Building a Tech Stack from Scratch
wealthmanagement • Jan 30, 2026
Vestmark and T. Rowe Price Launch “Custom Premier” Personalized Model Portfolio Solution For RIAs
pulse2 • Jan 23, 2026
Vestmark, T. Rowe Price team up for new RIA-focused model portfolios
investmentnews • Jan 22, 2026
Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
morningstar • Jan 22, 2026
Investors in Vestmark
Discover investors in Vestmark stock and explore their portfolio companies
Vestmark Management
Leadership team at Vestmark
Chief Executive Officer
John Lunny
Chief Financial Officer
Mark Donohue
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