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Vestmark

Vestmark Email Formats

Software Development100 Quannapowitt Parkway, Suite #205, United States201-500 Employees

Vestmark Email Formats

Vestmark uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@vestmark.com), used 55.6% of the time.

FormatExamplePercentage
{first initial}{last name}
jdoe@vestmark.com
55.6%
{first name}.{last name}
john.doe@vestmark.com
23.7%
{last name}
doe@vestmark.com
9.5%
{first name}{last name}
johndoe@vestmark.com
4.1%
{last name}{last name}
doedoe@vestmark.com
2.4%

Company overview

Headquarters100 Quannapowitt Parkway, Suite #205, Wakefield, MA 01880, US
Phone number+17812243640
Website
SIC737
Keywords
Saas, Financial Software, Trading, Software Development, Compliance, Reconciliation, Robo Advisor, Account Oversight, Client Performance And Reporting, Model Management And Rebalancing
Founded2001
Employees201-500
Socials

About Vestmark

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.

Employees by Management Level

Total employees: 201-500

Seniority

Employees

Entry
Senior
Manager

Employees by Department

Vestmark has 244 employees across 16 departments.

Departments

Number of employees

Funding Data

Explore Vestmark's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2017-11-101$11,700,000

Funding Insights

$11,700,000

Total funding amount

$11,700,000

Most recent funding amount

1

Number of funding rounds

Vestmark Tech Stack

Discover the technologies and tools that power Vestmark's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Amazon SES

Amazon SES

Email

Yii

Yii

Web frameworks

Vimeo

Vimeo

Video players

PWA

PWA

Miscellaneous

Goober

Goober

JavaScript libraries

lit-element

lit-element

JavaScript libraries

Hotjar

Hotjar

Analytics

Google Maps

Google Maps

Maps

lit-html

lit-html

JavaScript libraries

Cloudflare

Cloudflare

CDN

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Frequently asked questions

Vestmark is located in 100 Quannapowitt Parkway, Suite #205, US.
You can reach Vestmark at +17812243640.
Vestmark was founded in 2001, making it 25 years old. The company has established itself as a significant player in its industry over this time.
Vestmark has approximately 201-500 employees. The company continues to grow its workforce to support its business operations and expansion.
Vestmark has raised a total of $11,700,000 across 1 funding rounds. This investment has helped the company grow and expand its operations.

Key Contact at Vestmark

Karl Roessner

Chief Executive Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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