Vestmark

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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 Ratings3.5

Latest Updates

Employees (est.) (Sep 2019)361(+2%)

Key People/Management at Vestmark

David Blundin

David Blundin

CEO
John Lunny

John Lunny

President
Lauren Yeaton

Lauren Yeaton

VP, Product Marketing
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Vestmark Office Locations

Vestmark has an office in Wakefield
Wakefield, US (HQ)
100 Quannapowitt Pkwy #205
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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

3 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 Online and Social Media Presence

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Vestmark News and Updates

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...

Financial Services Industry Veteran Starla C. Hendricks Joins Vestmark as SVP of Business Development

WAKEFIELD, Mass., May 9, 2019 /PRNewswire/ -- Vestmark announces that Starla C. Hendricks, who has more than 20 years of experience as a sales professional in the financial services industry, has joined Vestmark as Senior Vice President of Business Development. In her new role, she will...

HR Strategy and Services Expert Nick Thurlow Joins Vestmark as Chief People Officer

WAKEFIELD, Mass., May 2, 2019 /PRNewswire/ -- Vestmark announces that Nick Thurlow has joined the company as Chief People Officer. He is responsible for human resources strategy and services, and will lead all talent management, employee engagement, total rewards, and organizational...
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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 David Blundin, John Lunny and Lauren Yeaton.

  • How many employees does Vestmark have?

    Vestmark has 361 employees.

  • Who are Vestmark competitors?

    Competitors of Vestmark include CardFlight, Progcap and Suade.

  • Where is Vestmark headquarters?

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

  • Where are Vestmark offices?

    Vestmark has an office in Wakefield.

  • How many offices does Vestmark have?

    Vestmark has 1 office.