Insights

Strong Industry Position Vestmark is a trusted provider supporting over 1.7 trillion dollars in assets across more than 4.5 million accounts, indicating significant market reach and established relationships within the wealth management technology sector.

Innovation and Recognition Recent awards and industry recognition, including the WealthBriefing Award for Innovative Solution, highlight Vestmark’s reputation for cutting-edge technology, presenting opportunities to position their solutions as industry-leading.

Strategic Collaborations Partnership with major firms like T. Rowe Price and the launch of collaborative, tax-efficient portfolio solutions demonstrate a focus on tailored offerings; this opens doors for expanding integrations and client-specific enhancements.

Leadership in AI Appointment of a Chief AI Officer signifies a strategic investment in artificial intelligence, indicating potential for advanced automation and data-driven tools that can appeal to forward-thinking financial institutions seeking technological differentiation.

Growing Market Presence Consistent recent news coverage and industry awards suggest Vestmark is actively expanding its market presence and credibility, making it an attractive partner for firms looking to adopt innovative and award-winning wealth management solutions.

Vestmark Tech Stack

Vestmark uses 8 technology products and services including Microsoft Power Automate, OneDrive, React, and more. Explore Vestmark's tech stack below.

  • Microsoft Power Automate
    Build Automation
  • OneDrive
    File Sharing
  • React
    Javascript Frameworks
  • Office 365
    Office Suites
  • Glassdoor
    Online Review Management
  • EJB
    Operating Systems & Computing Languages
  • Salesloft
    Sales Enablement
  • Adobe Fonts
    Web Fonts

Media & News

Vestmark's Email Address Formats

Vestmark uses at least 1 format(s):
Vestmark Email FormatsExamplePercentage
FLast@vestmark.comJDoe@vestmark.com
95%
First.Last@vestmark.comJohn.Doe@vestmark.com
3%
LastF@vestmark.comDoeJ@vestmark.com
2%

Frequently Asked Questions

Where is Vestmark's headquarters located?

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Vestmark's main headquarters is located at 100 Quannapowitt Parkway Suite #205 Wakefield, Massachusetts 01880 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Vestmark's phone number?

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You can contact Vestmark's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Vestmark's official website and social media links?

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Vestmark's official website is vestmark.com and has social profiles on LinkedInCrunchbase.

What is Vestmark's NAICS code?

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Vestmark's NAICS code is 5112 - Software Publishers.

How many employees does Vestmark have currently?

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As of April 2026, Vestmark has approximately 431 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: K. R.Chief Technology Officer And Chief Ai Officer: F. D.Chief Product Officer: C. F.. Explore Vestmark's employee directory with LeadIQ.

What industry does Vestmark belong to?

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Vestmark operates in the Software Development industry.

What technology does Vestmark use?

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Vestmark's tech stack includes Microsoft Power AutomateOneDriveReactOffice 365GlassdoorEJBSalesloftAdobe Fonts.

What is Vestmark's email format?

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Vestmark's email format typically follows the pattern of FLast@vestmark.com. Find more Vestmark email formats with LeadIQ.

How much funding has Vestmark raised to date?

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As of April 2026, Vestmark has raised $12M in funding. The last funding round occurred on Oct 10, 2017 for $12M.

When was Vestmark founded?

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Vestmark was founded in 2001.

Vestmark

Software DevelopmentMassachusetts, United States201-500 Employees

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.7 trillion in assets and 4.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

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.

Section iconCompany Overview

Headquarters
100 Quannapowitt Parkway Suite #205 Wakefield, Massachusetts 01880 United States
Phone number
NAICS Code
5112 - Software Publishers
Founded
2001
Employees
201-500

Section iconFunding & Financials

  • $12M

    Vestmark has raised a total of $12M of funding over 3 rounds. Their latest funding round was raised on Oct 10, 2017 in the amount of $12M.

Section iconFunding & Financials

  • $12M

    Vestmark has raised a total of $12M of funding over 3 rounds. Their latest funding round was raised on Oct 10, 2017 in the amount of $12M.

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