Vestmark Stock

Portfolio Management Software

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About Vestmark Stock

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.


Funding History

July 2004$200K
November 2004$1.4M
April 2005$1.5M
December 2005$2.2M
September 2006$1.6M
June 2009$1.7M
July 2011$14.1M
December 2014$4.0M
July 2016$43.9M
September 2017$18.1M


Chief Executive Officer

John Lunny

Chief Financial Officer

Mark Donohue

Chief Technology Officer

Heeren Pathak


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