Insights

Strategic Partnerships Vestmark has recently partnered with industry giants like BlackRock and Pensionmark Financial Group to enhance its custom model portfolio solutions geared towards RIAs. This signals a potential opportunity for cross-selling or upselling services within these partner networks.

Tech Stack Recognition Vestmark's utilization of technologies like Apache Spark, Marketo, and C# showcases its commitment to innovation and efficiency. Highlighting these tech tools in sales pitches could resonate with tech-savvy prospects seeking cutting-edge solutions.

Financial Investments With investments in companies like 2U and Citigroup, Vestmark demonstrates financial prowess and a diversified portfolio approach. Leveraging this financial acumen can be advantageous when engaging with prospects looking for a financially stable partner.

Industry Awards Receiving accolades like the Outstanding Achievement in Direct Indexing by Technology Providers at the WealthManagement.com Industry Awards positions Vestmark as a leader in the sector. Using these awards as social proof can boost credibility during sales interactions.

Top Talent Acquisition The appointment of Freedom Dumlao as Chief Technology Officer signifies Vestmark's focus on leadership excellence. Highlighting key personnel like Dumlao in sales communication can instill confidence in prospects regarding the company's capabilities and vision.

Vestmark Tech Stack

Vestmark uses 8 technology products and services including Apache Spark, Font Awesome, Marketo, and more. Explore Vestmark's tech stack below.

  • Apache Spark
    Big Data Processing
  • Font Awesome
    Font Scripts
  • Marketo
    Marketing Automation
  • Glassdoor
    Online Review Management
  • Windows Server
    Operating Systems
  • C#
    Programming Languages
  • Datadog
    Real User Monitoring
  • Spring Framework
    Web Frameworks

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
1%
FirstLast@vestmark.comJohnDoe@vestmark.com
1%

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 LinkedIn.

How much revenue does Vestmark generate?

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As of November 2024, Vestmark's annual revenue reached $75M.

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 523920 - Portfolio Management.

How many employees does Vestmark have currently?

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As of November 2024, Vestmark has approximately 391 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: K. R.Chief Technology Officer: F. D.Chief People Officer: N. T.. 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 Apache SparkFont AwesomeMarketoGlassdoorWindows ServerC#DatadogSpring Framework.

What is Vestmark's email format?

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

How much funding has Vestmark raised to date?

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As of November 2024, 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 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 $1.5 trillion in assets and 5.5 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
523920 - Portfolio Management
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.

  • $50M$100M

    Vestmark's revenue is in the range of $50M$100M

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.

  • $50M$100M

    Vestmark's revenue is in the range of $50M$100M

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