About Vestmark
Vestmark is a Technology company based in Wakefield (United States) founded in 2001, and was acquired by Envestnet in September 2026. It operates as a trade management solutions are offered for capital market brokers. Vestmark has raised $64.25 million across 11 funding rounds from investors including Envestnet, Summit Partners and Hub Angels. Vestmark has completed 1 acquisition, including Adhesion Wealth. Vestmark offers products and services including Vestmark ONE and VAST Portfolios. Its focus areas include FinTech, Investment Tech, Capital Market IT and Trade Management. Its legal entity is Vestmark, Inc. Its competitors include GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market and 4 more; 8 of its 9 listed competitors have raised funding.
Company details
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.
- Headquarters Wakefield, United States
- SectorsTechnology
- Phone•••• ••••
- Website vestmark.com
- Social LinkedIn X YouTube
- Acquired by Envestnet (Sep 2026)
- Legal Name Vestmark, Inc.
Products & Services of Vestmark
Vestmark offers a comprehensive portfolio of products and services, including Vestmark ONE and VAST Portfolios.
SaaS solution for constructing and managing tailored investor portfolios.
Service delivering personalized investing with tax management capabilities.
Apps and channels of Vestmark
its YouTube channel Vestmark has 150 subscribers and 30 videos.
Videos from Vestmark
The most watched videos on Vestmark's YouTube channel, Vestmark (150 subscribers). Click a video to play it here.
More on Vestmark .
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 $64.25M
- Total Rounds 11
- Last Round Series C — $11.7M
- First Round $196,000
(Nov 2003)
- Investors Count 2
Latest 10 of 11 funding rounds of Vestmark with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2017 | $11.7M | Series C | – | – | – |
| Apr 2016 | $30M | Series C | – | Summit Partners | – |
| Jul 2015 | $268,000 | Series B | – | – | – |
| Jul 2009 | $1.7M | Series B | – | Hub Angels | – |
| Oct 2006 | $200,000 | Series B | – | – | – |
| Sep 2006 | $14.1M | Series B | – | – | – |
| Feb 2006 | $1.47M | Series A | – | – | – |
| Jan 2006 | $1.61M | Series A | – | – | – |
| Jan 2005 | $2.91M | Seed | – | – | – |
| Apr 2004 | $100,000 | Seed | – | – | – |
3 investors in total: 3 institutional.
Investors in Vestmark
Vestmark has secured backing from 3 investors, including venture fund and institutional investors. Prominent investors backing the company include Envestnet, Summit Partners and Hub Angels.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Summit Partners is recognized as a growth equity investment firm. | – | summitpartners.com | Boston, United States | |
Angel Network for companies based in Boston | – | hubangels.com | Boston, United States | |
Cloud-based solutions are offered for wealth management and financial advising. | 1999 | envestnet.com | Berwyn, United States |
Investor details for Vestmark
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Vestmark
133 people are tracked at Vestmark (32 in leadership, 101 in team).
| Name | Role | Group |
|---|---|---|
Rowan Benjamin | Vice President, Finance | Leadership |
Karl Roessner | CEO | Leadership |
Ananya Balaram | Chief Revenue Officer | Leadership |
Nick Thurlow | Chief People Officer | Leadership |
Dan Ferguson | Chief Financial Officer | Leadership |
Michael Blundin | President & COO | Leadership |
Steve Gottschalk | Vice President, Head Of Marketing | Leadership |
Leo Schrantz | Executive Vice President, Business Operations | Leadership |
Keith O'Connor | Director | Leadership |
Corey Fiedler | Head of Product & CPO | Leadership |
Jon Ou | Vice President | Leadership |
Sennet Rubin | Vice President | Leadership |
Freedom Dumlao | Chief Technology Officer | Leadership |
Dean Marchetti | Vice President - New Products Development | Leadership |
Abijitth Guruprasad | Technical Programs, Director | Leadership |
Oliver Bradford | Director Of Fp&a | Leadership |
Andrea Curley | Human Resources Director | Leadership |
Chris Lyons | Vice President, Training And Education | Leadership |
Cam Murphy | Vp, Business Development | Leadership |
Tim Gourley | Director Talent Acquisition | Leadership |
113 more people are available in the full profile.
Complete people profiles for Vestmark
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Vestmark
Vestmark has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Adhesion Wealth.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Practice management solutions are offered to independent financial advisors. | adhesionwealth.com | Charlotte, United States | 1999 | Oct 2018 | •••• |
Complete acquisition details for Vestmark
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Vestmark
5 dated milestones of Vestmark across 25 years, from founding to its latest funding, stage changes and deals.
- Founded Vestmark is founded.
- Funding First funding round of $196K.
- Funding Latest funding round, Series C, of $11.7M.
- Acquisition Acquires Adhesion Wealth.
- Exit Acquired by Envestnet.
Competitors of Vestmark
Vestmark has 9 listed competitors in our database, 8 of them funded. They include GAIN Capital, Capitolis, M-DAQ, ION Group and Nasdaq Private Market, among others.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| gaincapital.com | 1999 | Bedminster, United States | $175.5M | 252 | White-label front-end trading solutions for capital markets are provided. | |
| capitolis.com | 2016 | New York, United States | $302.46M | 62 | Trade management solutions are provided for investors in capital markets. | |
| m-daq.com | 2010 | Singapore | $252.03M | – | Trade management solutions are provided for cross-border investor activities. | |
| iongroup.com | 1998 | New York, United States | $400M | 988 | Treasury management solutions are provided for financial institutions and banks. | |
| nasdaqprivatemarket.com | 2013 | New York, United States | $83.8M | – | White-labelled software for private market investments is provided to organizations. | |
| finastra.com | 2017 | London, United Kingdom | – | 1,890 | Financial software solutions for lending, payments, and banking are provided. | |
| haloinvesting.com | 2015 | Chicago, United States | $116.14M | 47 | Software suite offered to investment professionals for structured product access. | |
| tradier.com | 2012 | Charlotte, United States | $27.72M | – | Brokerage API Provider | |
| enfusion.com | 1997 | Chicago, United States | $150M | 599 | Trade management and risk solutions are provided for capital markets. |
Detailed competitors of Vestmark
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Vestmark
The website of Vestmark (vestmark.com) receives about 4.7K visits a month.
- Monthly visits4.7K
▼ 12.2% vs previous month
Websites whose visitors overlap most with Vestmark. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
mminst.org | mminst.org | 100% | – | #3,001,311 | – |
| foliodynamix.com | 96% | – | – | View details | |
| futureadvisor.com | 96% | – | – | View details | |
| addepar.com | 96% | 243.3K | #130,944 | View details | |
| eqis.com | 58% | – | – | View details |
Latest news on Vestmark
Complete news archive for Vestmark
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
10 companies that operate in the same segment as Vestmark (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Vestmark
Vestmark was founded in 2001 and raised its 1st funding round 2 years after it was founded.
Vestmark is headquartered in Wakefield, United States.
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 Seed of $100K, raised on Nov 2003.
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.
Vestmark's top competitors include Capitolis, Halo Investing and M-DAQ.
Vestmark offers Vestmark ONE and VAST Portfolios.
Vestmark has made 1 acquisition, including Adhesion Wealth.
Vestmark has 3 investors. Key investors include Envestnet, Summit Partners, and Hub Angels.
Vestmark operates through Vestmark, Inc..
Yes. Vestmark was acquired by Envestnet in September 2026.