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Vestmark

company

About

Vestmark provides support to their users so that they can focus on the important work of helping investors reach their financial goals.

  • 101 - 250

Highlights

Total Funding Amount
$48.65M
Funding Rounds
2
Investors
1

Details

Last Funding Type
Private Equity（PE）
Last Funding Money Raised
$37M
Industries
Enterprise Software,Financial Services,Information Technology,SaaS,Software,Trading Platform
Founded date
Jan 1, 2001
Number Of Employee
101 - 250
Operating Status
Active

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.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
2
$48.65M
Vestmark has raised a total of $48.65M in funding over 2 rounds. Their latest funding was raised on Oct 10, 2017 from a Series Unknown round.
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

Investors

Number of Lead Investors
Number of Investors
—
1
Vestmark is funded by 1 investors. Vestigo Ventures are the most recent investors.
Investor Name Lead Investor Funding Round
Vestigo Ventures — Series Unknown
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