About Vestmark
Vestmark is a company based in Wakefield (United States) founded in 2001.. Vestmark has raised $64.25 million across 11 funding rounds from investors including Summit Partners and Hub Angels. Vestmark has completed 1 acquisition, including Adhesion Wealth. Vestmark offers products and services including Vestmark ONE and VAST Portfolios. Vestmark operates in a competitive market with competitors including GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, among others.
- Headquarter Wakefield, United States
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Sectors
Technology
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Vestmark, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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Total Equity Funding
$64.25 M (USD)
in 11 rounds
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Latest Funding Round
$11.7 M (USD), Series C
Oct 10, 2017
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Investors
Summit Partners
& 1 more
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Employee Count
Employee Count
- Investments & Acquisitions
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Products & Services of Vestmark
Vestmark offers a comprehensive portfolio of products and services, including Vestmark ONE and VAST Portfolios. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
SaaS solution for constructing and managing tailored investor portfolios.
Service delivering personalized investing with tax management capabilities.
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Software Development Team
47 people
Senior Team
20 people
Leadership Team
13 people
Product Management Team
13 people
Sales and Marketing
8 people
Finance and Accounting
4 people
Human Resources and Administration
4 people
Operations Team
4 people
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Funding Insights of Vestmark
Vestmark has successfully raised a total of $64.25M across 11 strategic funding rounds. The most recent funding activity was a Series C round of $11.7 million completed in October 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 11
- Last Round Series C — $11.7M
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First Round
First Round
(01 Nov 2003)
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct, 2017 | Amount | Series C - Vestmark | Valuation |
investors |
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| Apr, 2016 | Amount | Series C - Vestmark | Valuation | Summit Partners |
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| Jul, 2015 | Amount | Series B - Vestmark | Valuation |
investors |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Vestmark
Vestmark has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Summit Partners and Hub Angels. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Summit Partners is recognized as a growth equity investment firm.
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Founded Year | Domain | Location | |
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Angel Network for companies based in Boston
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Vestmark
Vestmark has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Adhesion Wealth. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Practice management solutions are offered to independent financial advisors.
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1999 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Vestmark
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Vestmark Comparisons
Competitors of Vestmark
Vestmark operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
White-label front-end trading solutions for capital markets are provided.
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| domain | founded_year | HQ Location |
Trade management solutions are provided for investors in capital markets.
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| domain | founded_year | HQ Location |
Trade management solutions are provided for cross-border investor activities.
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| domain | founded_year | HQ Location |
Treasury management solutions are provided for financial institutions and banks.
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| domain | founded_year | HQ Location |
White-labelled software for private market investments is provided to organizations.
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| domain | founded_year | HQ Location |
Financial software solutions for lending, payments, and banking are provided.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Vestmark
Frequently Asked Questions about Vestmark
When was Vestmark founded?
Vestmark was founded in 2001 and raised its 1st funding round 2 years after it was founded.
Where is Vestmark located?
Vestmark is headquartered in Wakefield, United States.
Is Vestmark a funded company?
Vestmark is a funded company, having raised a total of $64.25M across 11 funding rounds to date. The company's 1st funding round was a Series B of $268K, raised on Nov 01, 2003.
What does Vestmark do?
Vestmark was founded in 2001 and is headquartered in Wakefield, United States. Operations focus on the financial technology sector, where trade management solutions are provided to brokers, dealers, investment managers, registered investment advisors, bank trusts, and other financial entities. Services include the VestmarkONE platform, a robo-advisory tool designed to assist advisors in delivering investment services to clients. The company supports various aspects of trade processing and portfolio management.
Who are the top competitors of Vestmark?
Vestmark's top competitors include Capitolis, Halo Investing and M-DAQ.
What products or services does Vestmark offer?
Vestmark offers Vestmark ONE and VAST Portfolios.
How many acquisitions has Vestmark made?
Vestmark has made 1 acquisition, including Adhesion Wealth.
Who are Vestmark's investors?
Vestmark has 2 investors. Key investors include Summit Partners, and Hub Angels.
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