Work Here?
Industries
Enterprise Software
Fintech
Financial Services
Company Size
201-500
Company Stage
Series B
Total Funding
$40.3M
Headquarters
Wakefield, Massachusetts
Founded
2001
Vestmark provides portfolio management and trading software tailored for broker-dealers, investment managers, bank trusts, and financial advisors. Its main product, the VestmarkONE platform, simplifies the management of personalized, multi-asset portfolios by offering features like portfolio construction, advanced trading, rebalancing, tax-sensitive trading, compliance, risk management, and automated reconciliation. This integration allows clients to enhance their operational efficiency and reach new audiences. Unlike many competitors, Vestmark focuses on improving middle and back-office operations, enabling clients to concentrate on strategic goals and client interactions. The company's goal is to help financial institutions operate more effectively and drive growth through its software-as-a-service model.
💡 Want to apply to Vestmark?
You have ways to get a Vestmark referral from your network.
Get referrals →
Help us improve and share your feedback! Did you find this helpful?
Total Funding
$40.3M
Above
Industry Average
Funded Over
3 Rounds
Industry standards
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.
Vestmark, Inc., a leading wealth management software and services provider, announced today a strategic partnership with Corient, one of the nation's largest and fastest-growing wealth advisors.
Vestmark will be hosting a SheTo event which is the largest private network of women and non-binary engineering leaders.
Vestmark, Inc. is pleased to announce that Vestmark has named Freedom Dumlao the company's new Chief Technology Officer (CTO).
Vestmark announced a partnership with BlackRock meant to combine advanced portfolio management with tax management capabilities.
WAKEFIELD, Mass. - September 6, 2024 - Vestmark, Inc., a leading provider of wealth management software and services, has won the "Wealthies" award for Outstanding Achievement in Direct Indexing by Technology Providers at the 2024 WealthManagement.com Industry Awards.
Cambridge, MA, USA + 1 more
Wakefield, MA, USA
Find jobs on Simplify and start your career today
Administrative & Executive Assistance
1 Open Roles
Discover companies similar to Vestmark
Industries
Enterprise Software
Fintech
Financial Services
Company Size
201-500
Company Stage
Series B
Total Funding
$40.3M
Headquarters
Wakefield, Massachusetts
Founded
2001
Wakefield, MA, USA
Cambridge, MA, USA + 1 more
Wakefield, MA, USA
Find jobs on Simplify and start your career today
Administrative & Executive Assistance
1 Open Roles
Discover companies similar to Vestmark