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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

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

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    Vestmark Headquarters Location

    100 Quannapowitt Parkway suite 205, Wakefield, MA 01880-1321

    Total Amount Raised: $50,350,008

    Vestmark Funding Rounds

    • Series Unknown

      $11,650,009

      Series Unknown Investors

      Vestigo Ventures
    • Private Equity

      $37,000,000

      Private Equity Investors

      Summit Partners
      Link Ventures
      Vestigo Ventures
      Alumni Ventures Group
      Green D Ventures
    • Series Unknown

      $1,700,000

    Funding info provided by Diffbot.

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