Craft

Vestmark

Total Funding

$31.7 M

Vestmark Summary

Company Summary

Overview
Vestmark is a company that provides wealth management software solutions. It develops VestmarkONE, a platform for the construction and management of portfolios; and Vestmark VAST, a portfolio management solution for transition analysis and onboarding. The company offers account administration, print fulfillment and mailing, composite management, billing, tax management, and other services.
Type
Private
Status
Active
Founded
2001
HQ
Wakefield, MA, US | view all locations
Website
http://www.vestmark.com
Cybersecurity rating
Sectors

Key People

  • Karl Roessner

    Karl Roessner, Chief Executive Officer

  • Michael Blundin

    Michael Blundin, President and Chief Operating Officer

  • Dan Ferguson

    Dan Ferguson, Chief Financial Officer

  • Nick Thurlow

    Nick Thurlow, Chief People Officer

LocationsView all

5 locations detected

  • Wakefield, MA HQ

    United States

    100 Quannapowitt Pkwy Suite 205

  • Boston, MA

    United States

    280 Summer St 10th floor

  • Charlotte, NC

    United States

    5925 Carnegie Blvd #500

  • Chicago, IL

    United States

    150 N Upper Wacker Dr #1120

  • Jersey City, NJ

    United States

    15 Exchange Pl 4th Floor

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