Vestmark

OverviewSuggest Edit

Vestmark has provided VestmarkONE, a comprehensive, real-time technology platform that enables broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver holistic wealth management and a full range of advisory solutions.
TypePrivate
Founded2001
HQWakefield, US
Websitevestmark.com
Employee Ratings3.4

Latest Updates

Employees (est.) (Sept 2020)356
Cybersecurity ratingBMore

Key People/Management at Vestmark

John Lunny

John Lunny

Chief Executive Officer
Michael Blundin

Michael Blundin

Executive Vice President / Client Delivery
Mark Donohue

Mark Donohue

Chief Financial Officer
Heeren Pathak

Heeren Pathak

Chief Technology Officer
Chuck Johnson

Chuck Johnson

Founder & Chief Information Officer
Dan Ferguson

Dan Ferguson

Executive Vice President, Strategy
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Vestmark Office Locations

Vestmark has offices in Wakefield, Boston, Charlotte, Chicago and in 1 other location
Wakefield, US (HQ)
100 Quannapowitt Pkwy #205
Boston, US
280 Summer St 10th floor
Charlotte, US
5925 Carnegie Blvd #500
Chicago, US
150 N Upper Wacker Dr #1120
Jersey City, US
15 Exchange Pl 4th Floor
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Vestmark Financials and Metrics

Summary Metrics

Founding Date

2001

Vestmark total Funding

$31.7 m

Vestmark latest funding size

$30 m

Time since last funding

4 years ago

Vestmark investors

Vestmark's latest funding round in April 2016 was reported to be $30 m. In total, Vestmark has raised $31.7 m
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Vestmark Cybersecurity Score

Cybersecurity ratingPremium dataset

B

87/100

SecurityScorecard logo

Vestmark Online and Social Media Presence

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Vestmark News and Updates

Vestmark Ranked Among 100 'Best Places to Work in Boston' by Built In Boston

WAKEFIELD, Mass., Feb. 10, 2020 /PRNewswire/ -- Vestmark, Inc. proudly announces that it has been named one of the 100 "Best Places to Work in Boston" for 2020 by Built In Boston, the online community for Boston startups and technology companies. The annual listing honors Boston startups...

Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team

WAKEFIELD, Mass., Dec. 4, 2019 /PRNewswire/ -- Vestmark, Inc. announces that it has won the 2019 American Financial Technology Award from WatersTechnology for Best Third-Party Technology Vendor IT Team. "Vestmark clients need a highly configurable and scalable advisory platform that...

Vestmark Team Members Granted U.S. Patent for Innovative Enhancements to Automated Trade Processing

WAKEFIELD, Mass., Sept. 17, 2019 /PRNewswire/ -- Vestmark announces that the U.S. Patent and Trademark Office has granted Vestmark team members U.S. Patent No. 10176523, for the trade order management system and methodology they developed. Heeren Pathak, Chief Technology Officer of...

Steve Camp Named Managing Director of Vestmark Advisory Solutions

WAKEFIELD, Mass., Sept. 10, 2019 /PRNewswire/ -- Vestmark announces that Steve Camp has been elevated to lead Vestmark Advisory Solutions, Inc. ("VAS"), Vestmark's wholly-owned registered investment adviser built to complement Vestmark's industry-leading technology solutions. Mr. Camp...

Vestmark Welcomes Ben Miele as Executive Vice President of Global Sales

WAKEFIELD, Mass., Aug. 15, 2019 /PRNewswire/ -- Vestmark announces that Ben Miele has joined the company as Executive Vice President of Global Sales. In his new role, Mr. Miele will be part of the Vestmark executive team and will lead business development efforts, taking responsibility...

Vestmark Honored with Silver Stevie® Award at 2019 American Business Awards® Gala

WAKEFIELD, Mass., June 18, 2019 /PRNewswire/ -- Vestmark is proud to have received the Silver Stevie® Award in the FinTech Solution category as part of the 17th Annual American Business Awards®, in recognition of the VestmarkONE® platform's recently launched advanced options trading and...
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Vestmark Frequently Asked Questions

  • When was Vestmark founded?

    Vestmark was founded in 2001.

  • Who are Vestmark key executives?

    Vestmark's key executives are John Lunny, Michael Blundin and Mark Donohue.

  • How many employees does Vestmark have?

    Vestmark has 356 employees.

  • Who are Vestmark competitors?

    Competitors of Vestmark include Barchart, Options Technology and Injective Protocol.

  • Where is Vestmark headquarters?

    Vestmark headquarters is located at 100 Quannapowitt Pkwy #205, Wakefield.

  • Where are Vestmark offices?

    Vestmark has offices in Wakefield, Boston, Charlotte, Chicago and in 1 other location.

  • How many offices does Vestmark have?

    Vestmark has 5 offices.