Vestmark provides an integrated cloud-based technology platform for advisors, broker-dealers and asset managers. Its modular platform includes advisor trading, proposal generation, portfolio construction and management, trade and rebalancing, compliance, performance measurement, accounting, reconciliation, and client reporting. The platform automates critical operational processes and scales across large numbers of investor accounts, enabling firms to efficiently deliver advice to clients. The company currently services 1.5 million accounts representing $500 billion in assets. Vestmark intends to use the $30M equity investment to increase investment in sales, marketing and software development and to explore strategic opportunities and international markets. The company was founded in 2001 and is led by CEO John Lunny and CFO Tiffany Freitas.

Total raised

$30M

Funding rounds

1

Latest round

Equity

Latest activity

Apr 2016