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
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- Legal Name Vestmark, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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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
Not available
- 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.
SaaS solution for constructing and managing tailored investor portfolios.
Service delivering personalized investing with tax management capabilities.
People of Vestmark
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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.
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.
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Summit Partners is recognized as a growth equity investment firm.
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Angel Network for companies based in Boston
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Investor details for Vestmark
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Investments & Acquisitions by Vestmark
Vestmark has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Adhesion Wealth.
Investment portfolio details for Vestmark
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- Portfolio identities
- Transaction dates
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| 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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Complete acquisition details for Vestmark
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Financial Statements - Vestmark
Detailed financials for Vestmark
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Vestmark Comparisons
Peer comparison for Vestmark
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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.
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White-label front-end trading solutions for capital markets are provided.
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Trade management solutions are provided for investors in capital markets.
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Trade management solutions are provided for cross-border investor activities.
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Treasury management solutions are provided for financial institutions and banks.
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White-labelled software for private market investments is provided to organizations.
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Financial software solutions for lending, payments, and banking are provided.
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Detailed competitors of Vestmark
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Latest news on Vestmark
Complete news archive for Vestmark
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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.
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 2 investors. Key investors include Summit Partners, and Hub Angels.