Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients' portfolios using an innovative SaaS ecosystem. With over $1.3 trillion in assets and nearly 5 million accounts, we are a trusted partner to some of the largest and most respected players across the wealth management industry.
At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.
Location: United States, Virginia, Wakefield
Employees: 201-500
Total raised: $30M
Founded date: 2001
Investors 2
| Date | Name | Website |
| - | Link Ventu... | linkventur... |
| - | Summit Par... | summitpart... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 14.04.2016 | - | $30M | Summit Par... |
Mentions in press and media 9
| Date | Title | Description | Source |
| 27.01.2022 | AllianceBernstein and Vestmark Unveil Tech-Powered Custom Mu... | NASHVILLE, Tenn., Jan. 27, 2022 /PRNewswire/ -- AllianceBernstein ("AB") (NYSE: AB), a lea... | marketscre... |
| 14.09.2021 | For the Third Year in a Row, Adhesion Wealth Takes Home Weal... | CHARLOTTE, N.C., Sept. 14, 2021 /PRNewswire/ -- Adhesion Wealth®, a Vestmark company, was presented ... | marketscre... |
| 31.08.2021 | Adhesion Wealth : Partners with Addepar to Provide Customiza... | CHARLOTTE, N.C., Aug. 31, 2021 /PRNewswire/ -- Adhesion Wealth®, a managed account provider for regi... | marketscre... |
| 14.06.2021 | Vestmark And FLX Distribution Announce Strategic Partnership... | Partnership underscores value of forward-thinking models that service both sides of distribution eco... | aithority.... |
| 14.06.2021 | Vestmark : And FLX Distribution Announce Strategic Partnersh... | WAKEFIELD, Mass. and BERNARDSVILLE, N.J., June 14, 2021 /PRNewswire/ -- Vestmark and FLX Distributio... | marketscre... |
| 17.10.2017 | AirFox ICO, XFactor’s 1st Investments & Other Boston Fun... | Share Share on Facebook Share on Twitter LinkedIn Email Reprints [Updated 10/17/17, 9:54 am. See be... | xconomy.co... |
| 14.04.2016 | Vestmark Receives $30M Equity Investment from Summit Partner... | Vestmark, a Wakefield, MA-based SaaS provider of unified wealth management solutions for financial a... | finsmes.co... |
| 13.04.2016 | Vestmark Raises $30M | BOSTON, MA, Leading SaaS provider of comprehensive unified wealth management solutions for financi... | vcnewsdail... |
| - | В центре внимания: технологические компании, заслуживающие в... | Машинное обучение, искусственный интеллект и технологии дополненной реальности уже проникли всюду — ... | incrussia.... |