Vestmark | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Vestmark is a financial technology company based in Wakefield, Massachusetts, founded in 2001. It specializes in portfolio management and trading solutions, offering outsourced services tailored for financial institutions, wealth management firms, investment managers, and advisors.

The main product, VestmarkONE, is a unified wealth management technology platform supporting advisory solutions such as Separately Managed Accounts (SMA) and Unified Managed Accounts (UMA). This cloud-based platform integrates modules for trading, portfolio management, compliance, and client reporting, enabling clients to manage and trade customized portfolios efficiently. Vestmark's technology automates operational processes, enhances scalability, and improves the user experience for advisors and their clients. The platform manages over $1.5 trillion in assets across more than 5 million accounts for a prestigious client base, including major broker-dealers and asset management companies. The company is recognized for innovation and delivering flexible, integrated technology solutions with strong client retention.