Company profile

Vestmark

Future-ready wealth technology and advisory solutions

Industry
Software Development
Employees
432
Headquarters
Wakefield, MA
Founded
2001
LinkedIn followers
17,185
Office locations
2

Vestmark company summary

Vestmark is a company in the Software Development industry, headquartered in Wakefield, MA, founded in 2001. On LinkedIn the company has around 432 employees and 17,185 followers. The company lists 2 office locations. Its listed specialties include Account Oversight, Model Management and Rebalancing, Trading, Compliance, Client Performance and Reporting.

What technology does Vestmark use?

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About Vestmark

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.7 trillion in assets and 4.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.

Specialties

Account OversightModel Management and RebalancingTradingComplianceClient Performance and ReportingRobo AdvisorSoftware DevelopmentSaaSReconciliationFinancial Software

Where is Vestmark located?

Vestmark lists 2 office locations.

Wakefield, MA, USHQ
100 Quannapowitt Parkway
Cambridge, Massachusetts, US
One Kendall Square

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Frequently asked questions about Vestmark

What does Vestmark do?

Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.7 trillion in assets and 4.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. At the heart of our success are passionate, ambitious, and driven professionals. Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career. If you are looking to surround yourself with energetic, like-minded professionals, we invite you to explore our available opportunities.

How many employees does Vestmark have?

Vestmark has around 432 employees on LinkedIn.

Where is Vestmark headquartered?

Vestmark is headquartered in Wakefield, MA.

Where does Vestmark have offices?

Vestmark lists 2 office locations, including Wakefield, MA, US; Cambridge, Massachusetts, US.

When was Vestmark founded?

Vestmark was founded in 2001.

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