Vestmark Revenue and Competitors

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$50.4M

Total Funding

Estimated Revenue & Valuation

Vestmark's estimated annual revenue is currently $69.7M per year.(i)
Vestmark received $30.0M in venture funding in April 2016.
Vestmark's estimated revenue per employee is $165,100
Vestmark's total funding is $50.4M.

Employee Data

Vestmark has 422 Employees.(i)
Vestmark grew their employee count by 6% last year.

Vestmark's People

Name	Title	Email/Phone
1 Kristen Jennings	Senior Product Owner	Reveal Email/Phone
2 Zachary Manke	Staff Product Owner	Reveal Email/Phone
3 Karl Roessner	CEO	Reveal Email/Phone
4 Kristen Jennings	Senior Product Owner (through February 2024)	Reveal Email/Phone
5 Ananya Balaram	Chief Revenue Officer	Reveal Email/Phone
6 Sennet Rubin	VP	Reveal Email/Phone
7 Tracy Greenwood	VP, Production Support and Operations	Reveal Email/Phone
8 Chris Lyons	VP, Training and Education	Reveal Email/Phone
9 Collin Schrier	VP, Direct Indexing Sales	Reveal Email/Phone
10 David Gordon	SVP, Direct Indexing	Reveal Email/Phone

Vestmark Competitors & AlternativesAdd Company

Competitor Name	Revenue	Number of Employees	Employee Growth	Total Funding	Valuation
#1 Envestnet	$1130M	2843	-1%	$557.5M	$4.1B
#2 RobotFX	$1.8M	14	N/A	N/A	N/A
#3 Peak Sales Recr...	$5.6M	52	4%	N/A	N/A
#4 WeAdvise	$1.5M	19	N/A	N/A	N/A
#5 TechRules	$43.9M	190	N/A	N/A	N/A
#6 Bambu B2B Robo-...	$4.8M	43	N/A	N/A	N/A
#7 InvestCloud	$374.6M	1154	-2%	$54.1M	$1B
#8 Jemstep	$6.8M	0	N/A	$15M	N/A
#9 Valuefy	$24.3M	195	4%	N/A	N/A
#10 PINTEC	$23.9M	150	N/A	N/A	N/A
#11 Scalable Capita...	$99M	609	5%	€266M	$1.4B
#12 Oranj	$4.1M	39	-53%	N/A	N/A
#13 Simplewealth	$1M	13	N/A	N/A	N/A
#14 nummularii	$0.2M	3	N/A	N/A	N/A

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What Is Vestmark?

Vestmark enables financial institutions and advisors to efficiently manage and trade investor portfolios through an innovative SaaS platform. Located in Wakefield MA, Vestmark's client list includes bluechip financial institutions, with over $1 Trillion in assets and 3.4 million investor accounts on our platform. 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.

keywords:Banking,Enterprise Software,Finance, saas

$50.4M

Total Funding

422

Number of Employees

$69.7M

Revenue (est)

Employee Growth %

N/A

Valuation

N/A

Accelerator

Vestmark News

2022-04-17 - Industry Study Shows VestmarkONE® Platform Improves ...

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced...

2022-04-06 - Janney's top gatekeeper exits for Vestmark | Citywire

Janney Montgomery Scott's top gatekeeper Rob Battista has left the broker-dealer and joined Vestmark as senior vice president of its...

2021-09-14 - For the Third Year in a Row, Adhesion Wealth Takes Home WealthManagement.com Industry Awards for Model Marketplaces

CHARLOTTE, N.C., Sept. 14, 2021 /PRNewswire/ -- Adhesion Wealth®, a Vestmark company, was presented with two awards at the seventh annual WealthManagement.com Industry Awards on Sept. 9. The Adhesion Wealth Manager Exchange was honored for excellence in Model Marketplaces in both the Technology ...

2016-04-14 - Vestmark Receives $30M Equity Investment from Summit Partners

Vestmark, a Wakefield, MA-based SaaS provider of unified wealth management solutions for financial advisors and institutions, received a $30m equity investment from Summit Partners. The company intends to use the funds to increase investment in sales, marketing, and software development as well ...