V

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

Industry

software development

Sectors

Financial Services
Robo Advisor
Compliance
SaaS
Model Management and Rebalancing
Trading Platform
Software Development
Enterprise Software
Account Oversight
Reconciliation
Trading
Software
Financial Software
Information Technology
Client Performance and Reporting

Date founded

2001

Funding rounds raised

Total raised

$37M

from 5 investors over 5 rounds

V

Vestmark raised $12M on October 10, 2017

Investors: Vestigo Ventures

V

Vestmark raised $37M on October 31, 2016

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

FAQ