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Vestmark

390 employees

Vestmark provides support to their users so that they can focus on the important work of helping investors reach their financial goals.

Basic info

software development

Account Oversight

Robo Advisor

Software Development

Software

Model Management and Rebalancing

Information Technology

Financial Software

Enterprise Software

Trading Platform

Reconciliation

SaaS

Financial Services

Client Performance and Reporting

Compliance

Trading

2001

$37M

from 5 investors over 5 rounds

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Vestmark raised $12M on October 10, 2017

Investors: Vestigo Ventures

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Vestmark raised $37M on October 31, 2016

Investors: Vestigo Ventures, Link Ventures, Summit Partners and Alumni Ventures Group