Your Source for Venture Capital and Private Equity Financings

VC-funded Company:

Vestmark
100 Quannapowitt Parkway, Suite 205
Wakefield, MA 01880
Phone: 781-224-3640
http://www.vestmark.com/

Founded in 2001, Vestmark provides an integrated cloud-based technology platform - including modules for advisor trading, proposal generation, and client reporting - that allows advisors, broker dealers and asset managers to more efficiently deliver advice to their clients. Vestmark's client base is comprised of top tier financial institutions, and the platform currently services 1.5 million accounts with an aggregate of $500 billion in assets.

Key Contact
Name
John Lunny
Title
CEO
Funding Events

Date
Amount
Type
Investors
Valuation
04/13/16 $30,000,000 Minority Growth Summit Partners
undisclosed