Vestmark

SaaS-based unified wealth management platform
Invested in
2016
Status

Current

Location
Wakefield, MA
Sector
Technology
Growth Products & Services
Sector
Technology
Growth Products & Services

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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.

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