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Vestmark

Wakefield, MA

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.com

Company Details

Founded

2001

Employees

Between 200 - 500 employees

Raised

$50,350,008

Headquarters Location

Wakefield, MA

Public

No

Acquired

No

CEO

Karl RoessnerKarl Roessner

Founders

Chuck Johnson
Chuck Johnson
Alexander Morris
Alexander Morris
David Littleton
David Littleton

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