Insights

Strong Market Presence Vestmark manages over 1.7 trillion dollars in assets and supports 4.5 million accounts, demonstrating a robust client base and significant market reach within wealth management. This indicates opportunities to tailor solutions that scale with large financial institutions and high-volume advisors.

Recent Industry Recognition Receiving the WealthBriefing WealthTech Americas Award in 2025 and being named a top midsize workplace highlights Vestmark’s credibility and appeal in the wealth management technology space, making it an attractive partner for firms seeking proven, award-winning solutions.

Strategic Partnerships Collaborations with major firms like BlackRock and Corient Private Wealth showcase Vestmark's ability to engage with top-tier industry players, signaling potential for new business opportunities with large, influential financial service providers seeking innovative portfolio management tools.

Technology Leadership With a focus on advanced tech tools like Apache Kafka, Elasticsearch, and a new CTO appointment, Vestmark is investing in cutting-edge technology infrastructure, creating opportunities to offer customized system integrations, API extensions, and scalable digital solutions for growth-focused firms.

Growth and Expansion Supported by a medium-sized but growing workforce and recent industry awards, Vestmark is positioned for continued expansion in wealth management solutions. This presents prospects to introduce innovative products, expand service offerings, and enhance client onboarding and engagement strategies.

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, MA 01880, US. 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 stock symbol?

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Vestmark is a publicly traded company; the company's stock symbol is N/A.

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.

How much revenue does Vestmark generate?

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As of October 2025, Vestmark's annual revenue is estimated to be $3.2M.

What is Vestmark's SIC code NAICS code?

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Vestmark's SIC code is 7373 - Computer Integrated Systems Design NAICS code is 5112 - Software Publishers.

How many employees does Vestmark have currently?

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As of October 2025, Vestmark has approximately 419 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: K. R.Chief Technology 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 October 2025, 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

Vestmark

Software DevelopmentUnited 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, MA 01880, US
Phone number
SIC Code
7373 - Computer Integrated Systems Design
Stock Symbol
N/A
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.

  • $250M$500M

    Vestmark's revenue is estimated to be in the range of $250M$500M

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.

  • $250M$500M

    Vestmark's revenue is estimated to be in the range of $250M$500M

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