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