Vestmark’s Competitors, Revenue, Number of Employees, Funding, Acquisitions & News

Vestmark is a developer and provider of SaaS platform to financial advisors and institutions for unified wealth management. Read more

Vestmark is a developer and provider of SaaS platform to financial advisors and institutions for unified wealth management. Read more

John Lunny's photo - CEO of Vestmark

CEO

John Lunny

CEO Approval Rating

87/100

Founded:

2001

Status:

TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

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FDx is Vestmark's top competitor. FDx is headquartered in Secaucus, New Jersey, and was founded in 2007. FDx is in the Asset & Investment Management field. FDx generates 73% the revenue of Vestmark.

Advisor Software, Inc. is seen as one of Vestmark's top competitors. Advisor Software, Inc.'s headquarters is in Walnut Creek, California, and was founded in 1995. Advisor Software, Inc. competes in the Internet Software industry. Advisor Software, Inc. generates 21% of Vestmark's revenue.

Innovest Systems has been one of Vestmark's top competitors. Innovest Systems was founded in 2000, and its headquarters is in New York, New York. Innovest Systems competes in the Diversified Financial Services field. Innovest Systems has 250 fewer employees than Vestmark.

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Growth Score - 1/1

Is $70M a good estimate for Vestmark's revenue?

Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
Lifeharbor Investments

Jul 2004

Source »
undisclosed
-

These are all the companies that Vestmark has acquired. Vestmark's latest acquisition was Lifeharbor Investments in Jul 2004.

Vestmark Funding History

$1.7M$2M$32M$43.6M

Since Vestmark was founded in 2001, it has participated in 4 rounds of funding. In total Vestmark has raised $43.6M. Vestmark's last funding round was on Sep 2017 for a total of $11.7M

ROUND

FUNDING DATE

AMOUNT

INVESTORS

Equity
Sep 2017
$11.7M
-
Equity
Apr 2016
$30M
Equity
Jun 2015
$268K
-
Equity
Jun 2009
$1.7M
-

Total Funding: $43.6M

Since Vestmark was founded in 2001, it has participated in 4 rounds of funding. In total Vestmark has raised $43.6M. Vestmark's last funding round was on Sep 2017 for a total of $11.7M

Investments

No recent investments found related to Vestmark

Vestmark News

May 14, 20194-traders

Oranj Users Can Now Access Nearly 500 Sub-Advised Strategies Via the Adhesion Manager eXchange

(marketscreener.com) WAKEFIELD, Mass., May 14, 2019 /PRNewswire/ -- Adhesion Wealth® (Adhesion), a Ve... See more »
October 25, 20184-traders

Vestmark Continues Relationship with Fidelity Investments' Personal Investing Unit

(marketscreener.com) WAKEFIELD, Mass., Oct. 25, 2018 (GLOBE NEWSWIRE) -- Vestmark, a leading provider... See more »
October 23, 20184-traders

Oranj Partners with Vestmark to Expand Access to Third-Party Investment Models and Improve Advisor Experience

(marketscreener.com) Joint solution offers improved manager access and strategy implementation WAKEFI... See more »
October 16, 2018Benzinga

Vestmark to acquire Adhesion Wealth Advisor Solutions, investing in a powerful suite of portfolio and practice management software and services for RIAs

POWERFUL PRACTICE MANAGEMENT CONSOLE... Adhesion's comprehensive advisor desktop and portfolio manage... See more »
September 20, 2018CentralCharts

VestmarkONE® Investor Portal Honored in 2018 WealthManagement.com Industry Awards

WAKEFIELD, Mass., Sept. 20, 2018 (GLOBE NEWSWIRE) -- Vestmark, the leading provider of portfolio mana... See more »
August 30, 2018CentralCharts

Vestmark Crosses $1 Trillion in Assets on VestmarkONE®

WAKEFIELD, Mass., Aug. 30, 2018 (GLOBE NEWSWIRE) -- Vestmark, the leading provider of portfolio manag... See more »
July 18, 2018The Business Journals

Vestmark | John Lunny

John Lunny is a principal founder of Vestmark as President and COO in 2002. In 2008, during the heigh... See more »

Vestmark Press Releases

April 9, 2020centralcharts

Vestmark Partners with Axos Clearing, Empowering Firm's Broker-Dealer & RIA Customers with Access to VestmarkONE Platform

Vestmark Partners with Axos Clearing, Empowering Firm's Broker-Dealer & RIA Customers with Access to ... See more »
April 1, 2020StreetInsider

Successful Completion of SOC Audits Demonstrates Vestmark's Ongoing Commitment to Clients' Data Security

WAKEFIELD, Mass., April 1, 2020 /PRNewswire/ -- Vestmark announces that it has successfully completed... See more »
February 10, 2020StreetInsider

Vestmark Ranked Among 100 'Best Places to Work in Boston' by Built In Boston

WAKEFIELD, Mass., Feb. 10, 2020 /PRNewswire/ --Â Vestmark, Inc. proudly announces that it has been na... See more »
December 4, 2019PR Newswire

Vestmark Wins 2019 American Financial Technology Award for Best Third-Party Tech Vendor IT Team

WAKEFIELD, Mass., Dec. 4, 2019 /PRNewswire/ -- Vestmark, Inc. announces that it has won the 2019 Amer... See more »
September 17, 2019StreetInsider

Vestmark Team Members Granted U.S. Patent for Innovative Enhancements to Automated Trade Processing

WAKEFIELD, Mass., Sept. 17, 2019 /PRNewswire/ --Â Vestmark announces that the U.S. Patent and Tradema... See more »
September 5, 2019PR Newswire

New Website Exemplifies Vestmark's Customer-Centric Rebranding Efforts

WAKEFIELD, Mass., Sept. 5, 2019 /PRNewswire/ -- Vestmark has taken the next step in its ongoing rebra... See more »
June 18, 2019PR Newswire

Vestmark Honored with Silver Stevie® Award at 2019 American Business Awards® Gala

WAKEFIELD, Mass., June 18, 2019 /PRNewswire/ -- Vestmark is proud to have received the Silver Stevie®... See more »

Vestmark Videos

November 19, 2019vestmark Vimeo Channel

"FA-SCHWAB2019_AYERS_v02_DELIVERY_Disclosure" on VIMEO

Cast: Vestmark, Inc.... See more »
November 19, 2019vestmark Vimeo Channel

"VestmarkONE Overview" on VIMEO

Cast: Vestmark, Inc.... See more »
July 10, 2019vestmark Vimeo Channel

"Vestmark Values at Our Core" on VIMEO

Learn about what makes Vestmark a unique place to work, and what has made us one of Boston's best pla... See more »
September 18, 2018vestmark Vimeo Channel

"vestmarkUpdate2018_9.13.18c-h264" on VIMEO

Cast: Vestmark, Inc.... See more »
August 4, 2017vestmark Vimeo Channel

"VestmarkONE - Unified Wealth Management" on VIMEO

Cast: Vestmark, Inc.... See more »
May 25, 2017vestmark Vimeo Channel

"QA Team" on VIMEO

Cast: Vestmark, Inc.... See more »
January 23, 2017vestmark Vimeo Channel

"Vestmark: Who We Are" on VIMEO

Listen to our CEO, President and Vestmark employees talk about what it means to be part of the Vestma... See more »

Social Statistics

Headquarters

100 Quannapowitt Parkway Suite 205

Wakefield, Massachusetts01880

1-781-224-3640

Driving Directions »

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Summary

ABOUT

Overview

Vestmark is a developer and provider of SaaS platform to financial advisors and institutions for unified wealth management. Vestmark was founded in 2001. Vestmark's headquarters is located in Wakefield, Massachusetts, USA 01880. It has raised 43.6M in...

CEO

Vestmark's CEO, John Lunny, currently has an approval rating of 87%. Vestmark's primary competitors are FDx, Advisor Software, Inc. & Innovest Systems.

Website

vestmark.com

Frequently Asked Questions about Vestmark

  1. When was Vestmark founded?

    Vestmark was founded in 2001
  2. Who is Vestmark's CEO?

    Vestmark's CEO is John Lunny
  3. How much revenue does Vestmark generate?

    Vestmark generates $70M in revenue
  4. How much funding does Vestmark have?

    Vestmark has historically raised $43.6M in funding
  1. Where is Vestmark's headquarters?

    Vestmark's headquarters is in Wakefield Massachusetts, USA
  2. How many employees does Vestmark have?

    Vestmark has 400 employees
  3. What sector does Vestmark operate in?

    Vestmark is in Business Support Services
  4. Who are Vestmark's competitors?

    Vestmark's top competitors are FDx, Advisor Software, Inc., Innovest Systems