Locations
Wakefield, MA, USA · North America · Boston, MA, USA · West Street / River Street, Boston, MA, USA
industry
Finance · Information Technology · Lending and Investments · Software
Size
201-1000 employees
Stage
Other
founded in
2001
Vestmark is a leading provider of wealth management technology solutions, offering an innovative SaaS platform called Vestmark ONE® that simplifies the construction and management of personalized investment portfolios. With over $1.5 trillion in platform assets, 5 million accounts, and support for more than 72,000 financial advisors, Vestmark differentiates itself through its focus on personalized investing at scale, advanced trading capabilities, and tax-sensitive trading features. The company has established a strong market position, serving a diverse clientele including broker-dealers, asset managers, and registered investment advisors (RIAs), and is recognized for its commitment to innovation and excellence in the wealth management industry.
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