Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors. The company offers a technology platform that enables broker dealers, investment managers, RIAs, and bank trusts to deliver wealth management and investment advisory solutions.
- Category
- Wealth Management
- Stage
- Series C
- Employees
- 422
- HQ
- Wakefield, United States
- Founded
- 2001
- Funding
- $68M