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Vestmark

Vestmark

Vestmark is a provider of wealth management solutions and services.

Fintech

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Company Overview
Vestmark's mission is to enable investors to better their financial well-being. Vestmark does this through delivering technology and services that enable financial institutions and advisors to deliver holistic advice in line with investor objectives.
Fintech

Company Stage

Series B

Total Funding

$45.7M

Founded

2001

Headquarters

Wakefield, Massachusetts

Growth & Insights
Headcount

6 month growth

-3%

1 year growth

1%

2 year growth

0%
Benefits
  • Medical, Dental, and Vision - Vestmark pays 90% of our employees’ medical and dental coverage which are administered through Blue Cross Blue Shield (BCBS) along with Eyemed for vision.
  • Vestmark 100% Paid Benefits - Vestmark is proud to offer maternity and parental leave, Life, Short-Term and Long Term Disability Benefits at no cost to the employee, and Employee Assistance Program and work-life benefits.
  • Generous PTO - Vestmark employees receive between 15 and 25 days per year of paid time off based on years of service in addition to receiving 10 days per year of paid sick leave.
  • Diversity - At Vestmark, we strive to create an inclusive workplace that fosters, embraces and celebrates diversity and fairness. We continue to build a comprehensive culture where all employees are Welcomed, Valued, Respected and Heard.
  • Flexible Spending Account (FSA) - Vestmark employees can contribute annually to health care and dependent care FSAs and participate in our employer-matched HSA program.
  • 401(k) with Employer Matching - Vestmark will match the employee’s 401(k) and ROTH contribution up to 50% of the first 8% per pay period with a two-year vesting component.
  • Company Equity - Vestmark also offers additional compensation in the form of Restricted Stock Units (RSUs). Our RSUs are issued through a vesting and distribution schedule after achieving required milestones.
  • Match Charitable Contributions - Vestmark is very proud of our Charitable Giving Program. We will match up to $250 annually to an approved charity of our employee's choice.
  • Stay Fit - Exercise your mind and your body with our on-site gym located at our Wakefield, MA headquarters. If you can't take advantage of our corporate gym, our Blue Cross Blue Shield plan offers fitness reimbursement.
  • Pet Insurance - Employees may choose to enroll in pet insurance at a discounted rate.
Company Core Values
  • We Before Me
  • Knowledge Exploration
  • Positive Energy
  • Own IT