Vestmark provides support to their users so that they can focus on the important work of helping investors reach their financial goals.
Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. With a Software as a Service (SaaS) deployment approach, Vestmark's customers currently manage over 1 million accounts representing over $250 billion in assets under management.
Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
---|---|---|---|---|---|---|
Oct 10, 2017 | Series Unknown | $11.65M | 1 | — | — | Detail |
Oct 31, 2016 | Private Equity(PE) | $37M | 1 | — | — | Detail |
Investor Name | Lead Investor | Funding Round |
---|---|---|
Vestigo Ventures | — | Series Unknown |