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Vestmark
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Wakefield, Massachusetts, United States Founded 2001 101-250 employees For Profit
Vestmark provides support to their users so that they can focus on the important work of helping investors reach their financial goals.
Vestmark on Acquirezy — acquisitions, funding rounds, investments, investors, key people & contacts.
Vestmark was acquired by Envestnet in 2026.
Total Funding
$13.35M
Funding Rounds
2
Last Funding
Acquisitions
2
Monthly Visits
Contacts
384
Patents
3
14 trademarks
About Vestmark
Funding & Financials
- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
- Valuation range
- $50M to $100M
Web Traffic
- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 11
- Mobile apps
- 2
- Active products
- 30
- Patents granted
- 3
- Trademarks
- 14
- Top patent class
- Computing; Calculating
- IT spend
- $6.48M
Company Info
- Founded
- 2001
- Employees
- 101-250
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 4
- Sub-organizations
- 1
- News articles
- 59
- Events
- 1
- HQ
- Wakefield, Massachusetts, United States
- Region
- Greater Boston Area, East Coast, New England
Signals & Scores
- Heat score
- High
- Growth score
- Low
- Trend (7d)
- 0
- Trend (30d)
- 6.3
- Trend (90d)
- 5
- Last leadership hire
- Jun 18, 2026
Vestmark Funding Rounds
2 results
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| Organization Name | Funding Type | Lead Investor Names | Org Hq Country | ||
|---|---|---|---|---|---|
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Vestmark Acquisitions
2 results
| Acquiree Name | Acquirer Name | Acquiree Industries | Acquiree Hq Country | ||
|---|---|---|---|---|---|
| Adhesion Wealth Advisor Solutions | — | 2018-10-16 | Vestmark | AdviceEnterprise SoftwareFinancial ServicesWealth Management | United States |
| LifeHarbor | — | 2004-07-26 | Vestmark | Financial ServicesSoftware | United States |
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Vestmark Key People
Chief Executive Officer
SVP, Direct Indexing
Founder, Chief Information Officer
EVP, Chief Investment Officer & Head of Advisory Services
Chief AI Officer
Senior Vice President of Business Development
Senior Vice President of Product Management
Chief Technologist, Investment Systems
Corporate Strategy Officer
EVP, Client Operations
President & COO
SVP, Director BPO
384
professional contacts at Vestmark
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