Insights

Partnership Opportunity with BlackRock Vestmark recently partnered with BlackRock to enhance custom model portfolio solutions for registered investment advisors. This partnership opens up new avenues for collaboration and jointly capturing market opportunities.

Award-Winning Solutions in Direct Indexing Vestmark was recognized for Outstanding Achievement in Direct Indexing at the 2024 WealthManagement.com Industry Awards. Highlighting Vestmark's leadership in technology solutions, this accolade positions the company as a preferred choice for advisors seeking innovative platforms.

Tech-focused Sales Approach With a tech stack comprising Apache Kafka, Elasticsearch, C++, and more, Vestmark demonstrates a strong technology-oriented approach. Leveraging this advanced tech infrastructure can be a compelling selling point to engage with clients looking for modern and efficient investment solutions.

Award-Winning Employer and Employee Engagement Vestmark has been consistently recognized as a top workplace, winning awards such as the 2025 Best Places To Work Awards. Highlighting a positive work culture and employee satisfaction, potential clients may find Vestmark's employee-focused approach indicative of its commitment to excellence in all aspects of business.

Strategic Leadership with New CTO The recent appointment of Freedom Dumlao as Chief Technology Officer brings new leadership to Vestmark. Leveraging the expertise and vision of the new CTO can position Vestmark as an innovator in the industry, showcasing a strategic direction that may resonate well with potential clients seeking cutting-edge solutions.

Vestmark Tech Stack

Vestmark uses 8 technology products and services including Apache Kafka, SolarWinds, ZoomInfo, and more. Explore Vestmark's tech stack below.

  • Apache Kafka
    Big Data Processing
  • SolarWinds
    Enterprise
  • ZoomInfo
    Lead Generation
  • Windows 10
    Operating Systems
  • EJB
    Operating Systems & Computing Languages
  • C++
    Programming Languages
  • Elasticsearch
    Search Engines
  • 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
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 April 2025, 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 April 2025, Vestmark has approximately 399 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 Apache KafkaSolarWindsZoomInfoWindows 10EJBC++ElasticsearchAdobe Fonts.

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 April 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 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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