Companies

Vestmark

Vestmark is the premier SaaS technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Its integrated platform helps advisors, broker dealers and asset managers to more efficiently deliver advice to their clients. Vestmark‘s client base is comprised of top tier financial institutions, and the platform currently services 1.5 million accounts with an aggregate of $500 billion in assets.

Location:
Wakefield, MA
Leadership:

John Lunny

Founded in:
2001
invested in:
2016
Status:

Current

  • Boston

    Summit Partners

    222 Berkeley Street, 18th floor

    Boston, MA 02116

    United States

    T: +1 617.824.1000

    F: +1 617.824.1100

    London

    Summit Partners LLP

    Queensberry House, 3rd Floor
    3 Old Burlington Street

    London W1S 3AE

    United Kingdom

    T: +44 (0)20 7659 7500

    F: +44 (0)20 7659 7550

  • Menlo Park

    Summit Partners

    200 Middlefield Road, Suite 200

    Menlo Park, CA 94025

    United States

    T: +1 650.321.1166

    F: +1 650.321.1188