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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.

Website http://www.vestmark.com
Revenue $84 million
Funding $50.3 million
Employees 435 (363 on RocketReach)
Founded 2001
Address 100 Quannapowitt Parkway Suite # 205, Wakefield, Massachusetts 01880, US
Phone +1 781-224-3640
Technologies
Industry Software Development, Software Development & Design, Financial Software, Account Oversight, Software, Model Management and Rebalancing, Trading, Compliance, Client Service Requests, Client Performance and Reporting
Web Rank 3 Million
Keywords Client Reporting Tools, Portfolio Management Software, Investment Operations, Wealth Management Solutions, Financial Technology, Financial Services Technology, Investment Management Platform, Asset Management Technology, Advisor Technology Platform, Portfolio Accounting Software, Financial Planning Software, Wealthtech Solutions, Investment Technology, Custody Solutions, Trading Technology, Portfolio Optimization Software, Order Management System
Competitors Schwab Advisor Services, Morningstar, Envestnet, Inc, Addepar, eMoney Advisor, AssetMark, Wealthfront, Advisor Technology Svcs LLC, Justwealth, WealthAxis +38 more (view full list)
SIC SIC Code 7372 Companies, SIC Code 73 Companies, SIC Code 737 Companies
NAICS NAICS Code 52 Companies, NAICS Code 54151 Companies, NAICS Code 51 Companies, NAICS Code 54 Companies, NAICS Code 523 Companies, NAICS Code 5415 Companies, NAICS Code 541512 Companies, NAICS Code 541 Companies, NAICS Code 513 Companies, NAICS Code 5231 Companies

Vestmark Questions

The Vestmark annual revenue was $84 million in 2026.

Karl Roessner is the CEO of Vestmark.

363 people are employed at Vestmark.

Vestmark is based in Wakefield, Massachusetts.

The NAICS codes for Vestmark are [52, 54151, 51, 54, 523, 5415, 541512, 541, 513, 5231].

The SIC codes for Vestmark are [7372, 73, 737].

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