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Vestmark

Company Name

Vestmark

Main Industry

Software, Financial Software

Website

www.vestmark.com

Contact Information

Headquarters

100 Quannapowitt Pkwy, Ste 205, Wakefield, Massachusetts, 01880, United States

(781) 224-3640

Boston, Massachusetts Office

280 Summer St, Fl 10, Boston, Massachusetts, 02210, United States

Jersey City, New Jersey Office

15 Exchange Pl, Fl 4, Jersey City, New Jersey, 07302, United States

(201) 434-1038

Vestmark Profile and History

Headquartered outside of Boston, MA and founded in 2001, Vestmark is a provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors.

Vestmark Inc

Vestmark Advisory Solutions , Inc.

Vestmark , Inc.

Vestmark

Vestmark Company

Revenue

$82.6 M

Employees

400

Founded

2001

Primary Industries

Funding History

Vestmark raised a total of $50.3 M in funding over 4 rounds.

Vestmark Executive Team & Key Decision Makers

Name & TitleContact Info
Charles Johnson
Charles Johnson

Chief Information Officer & Founder

❅❅❅❅@vestmark.com

(978) ❅❅❅-❅❅❅❅

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Ananya Balaram
Ananya Balaram

Chief Revenue Officer

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Conor Daly
Conor Daly

Senior Vice President & General Counsel

❅❅❅❅@vestmark.com

(508) ❅❅❅-❅❅❅❅

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Nick Thurlow
Nick Thurlow

Chief People Officer

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Annmarie Rogers
Annmarie Rogers

Executive VP, Client Operations

❅❅❅❅@vestmark.com

(978) ❅❅❅-❅❅❅❅

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Daniel Ferguson
Daniel Ferguson

Executive VP, Strategy

❅❅❅❅@vestmark.com

(508) ❅❅❅-❅❅❅❅

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Brian Salerno
Brian Salerno

Vice President, Finance & Controller

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Leo Schrantz
Leo Schrantz

Executive VP, Business Operations

❅❅❅❅@vestmark.com

(412) ❅❅❅-❅❅❅❅

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Stephen Zawatski
Stephen Zawatski

Vice President, Relationship Management

(781) ❅❅❅-❅❅❅❅

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Jennifer O'Connor
Jennifer O'Connor

Vice President - BPO Client Executive

(212) ❅❅❅-❅❅❅❅

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Timothy Hawkes
Timothy Hawkes

Senior VP, Engineering

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Tracy Greenwood
Tracy Greenwood

Support & Operations Vice President, Production

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Recently Updated Team Members

Name & TitleContact Info
Tracy Greenwood
Tracy Greenwood

Support & Operations Vice President, Production

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Chris Browne
Chris Browne

Customer Engineer

❅❅❅❅@vestmark.com

(978) ❅❅❅-❅❅❅❅

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Meaghan Navon
Meaghan Navon

Senior Project Manager

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Kristy Doucette
Kristy Doucette

Manager, Production Support

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Joe Lombardi
Joe Lombardi

Staff Technical Support Engineer

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Ratha Tan
Ratha Tan

Technical Support Engineer

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Kathy Wallace
Kathy Wallace

Staff Technical Support Engineer

❅❅❅❅@vestmark.com

(978) ❅❅❅-❅❅❅❅

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David Aliski
David Aliski

Support Senior Manager, Production

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Aaron Kessler
Aaron Kessler

Manager, Trading Support

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Nancy Ennis
Nancy Ennis

Principal Customer Engineer

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Anthony Asci
Anthony Asci

Principal Technical Operations Engineer

❅❅❅❅@vestmark.com

(508) ❅❅❅-❅❅❅❅

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Scott Souliotis
Scott Souliotis

Delivery Principal & Architect

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Justin Keating
Justin Keating

Manager, Production Support

❅❅❅❅@vestmark.com

(781) ❅❅❅-❅❅❅❅

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Harry Nguyen
Harry Nguyen

Technical Support Engineer

❅❅❅❅@vestmark.com

(617) ❅❅❅-❅❅❅❅

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Top Vestmark Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by Vestmark.

Programming Languages

(14 Technologies)

Frameworks and Libraries

(6 Technologies)

Web and Application Servers

(6 Technologies)

Operating Systems

(5 Technologies)

Web Hosting

(4 Technologies)

Vestmark Product Offerings

TechnologyWebsite UsingMarket Share
Vertster

Vertster

4

<0.01%

Largest Customers of Vestmark Products

More than 4 companies reportedly use Vestmark products in their tech and software stacks

Vestmark Email Formats

ParameterSample EmailPercentage

Vestmark Top Competitors

CompanyEmployeesRevenueTop technologies
FolioDynamix

FolioDynamix

295$65.1 M
Avaloq

Avaloq

2,000$383 M
Docupace

Docupace

134$15.8 M
InvestEdge

InvestEdge

111$21.1 M
SigFig

SigFig

188$96.9 M

What is Vestmark revenue?

Vestmark revenue is $82.6 M

How many employees does Vestmark have?

Vestmark has 400 employees

Where is Vestmark headquarters located?

Vestmark headquarters are located in 100 Quannapowitt Pkwy, Ste 205, Wakefield, Massachusetts, 01880, United States

What are Vestmark’s primary industries?

Vestmark’s main industries are: Financial Software, Software

Who is Vestmark’s CEO?

Vestmark’s CEO is Michael Blundin

What are Vestmark’s key products?

Vestmark’s key products are: Vertster

What are some additional names or alternative spellings that users use while searching for Vestmark?

Vestmark appears in search results as Vestmark Inc, Vestmark Advisory Solutions , Inc., Vestmark , Inc.Vestmark, Vestmark Company...See More