Vestmark Email Format
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.