Vestmark

Wealthtech Solutions and Services

Wakefield, United States · Founded 2001

Employees
201–500
Founded
2001
Business Model
B2B
Last Round
Growth EquityJan 2019
Rounds
1

About

Vestmark provides enterprise portfolio management and trading software for wealth management firms and financial advisors.

Summary

Vestmark is a Fintech company based in Wakefield, United States, founded in 2001. Its most recent funding was a Growth Equity round in Jan 2019. Investors include Summit Partners.

Tech & App Stack

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Funding History

Growth EquityGrowth EquityJan 2019

Investors

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