Vestmark

Vestmark (operating at vestmark.com) is a wealthtech platform engineered for financial advisors and institutions seeking scalable, enterprise-grade portfolio management solutions. Founded in 2001 and headquartered outside of Boston, Massachusetts, Vestmark specializes in addressing the operational and compliance challenges of managing customized client portfolios at scale. Under the hood, its platform integrates tax-aware investing, automated reporting, and advisor-enablement tools, streamlining workflows for firms handling complex asset allocations. This allows wealth management firms—including some of the largest in the industry—to efficiently support over $1.7 trillion in assets and 4.5 million accounts while delivering tailored investment strategies. Backed by a $30 million growth financing round led by Summit Partners in 2023, Vestmark continues to expand its leadership in wealth-management technology through strategic investments in sales, marketing, and software innovation.