Loading company…
Vestmark provides wealth management software for financial institutions, including portfolio management, trading and advisory tools.
Founded in 2001 and based in Wakefield, US, Vestmark provides wealth management technology to broker-dealers, banks and registered investment advisors. Its platform supports portfolio management, trading, tax-aware investing, Unified Managed Accounts and advisory services. The company is led by CEO Karl Roessner and was founded by Dave Blundin. It raised USD 11.65 mn in September 2017.
Funding rounds, investors and people for this company come from licensed data. A free account shows the first rows of each section; an approved contribution opens every profile in full.
Sign in