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Insights

AI Leadership Vestmark appointed a Chief AI Officer and launched an AI monitoring solution, signaling a strategic push into AI-enabled portfolio management and risk oversight that can appeal to RIAs and wealth managers seeking automation and compliance enhancements.

Strategic Partnerships Recent collaboration with T. Rowe Price including a custom portfolio solution demonstrates Vestmark’s ability to deliver tax-aware, customized portfolio construction through integrated technology, creating opportunities with RIAs and large institutions seeking collaborative solutions.

Scale Advantage Vestmark supports a substantial base of assets and client accounts, offering scale and enterprise-grade portfolio management capabilities that appeal to large wealth managers and institutions seeking robust outsourcing and platform reliability.

Industry Recognition Industry awards and participation in WealthTech events enhance Vestmark’s credibility, helping to open discussions with risk-averse firms and financial institutions prioritizing innovative, proven solutions.

Cloud Ready A modern cloud-oriented tech stack including AWS and enterprise tools positions Vestmark as a scalable partner for firms seeking secure deployment, data integration, and efficient workflows in portfolio management.

Vestmark Tech Stack

Vestmark uses 8 technology products and services including FactSet, SolarWinds, AWS CloudFormation, and more. Explore Vestmark's tech stack below.

  • FactSet
    Business Intelligence
  • SolarWinds
    Enterprise
  • AWS CloudFormation
    IT Infrastructure & Operations Management
  • Google Sheets
    Office Suites
  • Microsoft Word
    Office Suites
  • Windows Server
    Operating Systems
  • LogicGate
    Risk And Compliance
  • Webex
    Web Conferencing

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?

Minus sign iconPlus sign iconVestmark'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?

Minus sign iconPlus sign icon You can contact Vestmark's main corporate office by phone at
+1-781-224-****
. 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?

Minus sign iconPlus sign iconVestmark's official website is vestmark.com and has social profiles on LinkedInCrunchbase.

What is Vestmark's NAICS code?

Minus sign iconPlus sign iconVestmark's NAICS code is 5112 - Software Publishers.

How many employees does Vestmark have currently?

Minus sign iconPlus sign iconAs of May 2026, Vestmark has approximately 432 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?

Minus sign iconPlus sign iconVestmark operates in the Software Development industry.

What technology does Vestmark use?

Minus sign iconPlus sign iconVestmark's tech stack includes FactSetSolarWindsAWS CloudFormationGoogle SheetsMicrosoft WordWindows ServerLogicGateWebex.

What is Vestmark's email format?

Minus sign iconPlus sign iconVestmark'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?

Minus sign iconPlus sign icon As of May 2026, Vestmark has raised $12M in funding. The last funding round occurred on Oct 10, 2017 for $12M.

When was Vestmark founded?

Minus sign iconPlus sign iconVestmark was founded in 2001.

Vestmark

Software DevelopmentMassachusetts, United States201-500 Employees

Vestmark delivers portfolio management software and outsourced services to financial institutions and their advisors, enabling efficient handling of customized client portfolios through its technology platform. Based in Wakefield, Massachusetts, just outside Boston, the company was founded in 2001 and operates within the software development industry. Its platform supports large-scale wealth management activity, backing assets totaling over $1.7 trillion and more than 4.5 million accounts.

In January 2026, Vestmark announced the launch of Custom Premier, a collaborative solution with T. Rowe Price to provide personalized, tax-efficient portfolio construction across ETFs and mutual funds for registered investment advisors and their clients. This development reflects the company's continued expansion of wealth-management technology offerings.

Section iconCompany Overview

Headquarters
100 Quannapowitt Parkway Suite #205 Wakefield, Massachusetts 01880 United States
Phone number
+1-781-224-****
Website
vestmark.com
NAICS Code
5112 - Software Publishers
Founded
2001
Employees
201-500

Section iconMedia & News

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

Company Leadership

  • Stylized image of a person
    K. R.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    F. D.
    Chief Technology Officer And Chief Ai Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. F.
    Chief Product Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. B.
    Chief Revenue Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. T.
    Chief People Officer
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    N. T.
    Chief People Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    D. F.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    President & Coo
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Chief Administrative Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. J.
    Founder & Chief Information Officer
    Phone icon
    Mobile Phone

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