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.
Investors
Link Ventures
Alumni Ventures Group
Lacework, Getaround, GrubMarket, Better.com, Groq, Pico, Divergent 3D, SonderMind, Emulate, Plastiq
Summit Partners
Bolt Threads, Sharecare, Thrive Market, Darktrace, Liquidnet, Podium, Gainsight, Markforged, Clarabridge, Delphix
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 |
Management
Chief Executive Officer
John Lunny
Chief Financial Officer
Mark Donohue
Chief Technology Officer
Heeren Pathak
Press
investmentnews - Apr, 9 2024
Pensionmark announces strategic partnership to build new wealth management platformadvisorhub - Mar, 1 2024
Strategic Partnership Between Vestmark and Invesco Supports Expanding RIA Channelwboy - Mar, 1 2024
Vestmark Announces New Strategic Partnership to Support Rapidly Expanding RIA Channelbnnbreaking - Mar, 1 2024
Revolutionizing Wealth Management: Vestmark and Invesco Partner to Empower RIAsprnewswire - Feb, 27 2024
Vestmark Announces New Strategic Partnership to Support Rapidly Expanding RIA ChannelEquityZen Recognized As:
