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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.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
2
Monthly Visits
Available in Pro Contacts
384
Patents
3
14 trademarks
Company Details
Funding & Financials
Pro- 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
Pro- 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
- $6M
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
Acquisitions by Vestmark
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Key People at Vestmark
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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