What Does Vestmark Do?

Total employees421
HeadquartersWakefield
Founded2001

Vestmark is a leading provider of portfolio management and wealth advisory solutions, empowering financial institutions and advisors to deliver personalized client experiences and achieve better outcomes. They offer a comprehensive platform that supports a wide range of investment strategies, from traditional to digitally-enabled approaches.

Where Is Vestmark's Headquarters?

Vestmark officeVestmark officeVestmark officeVestmark office
*Images sourced via web search. Rights belong to original owners

HQ Function

Serves as the central hub for leadership, product development, sales, and marketing, and overall strategic direction.

Notable Features:

Modern office space designed to foster collaboration and innovation, with state-of-the-art technology and amenities.

Work Culture:

A collaborative and innovative environment focused on empowering employees and fostering a culture of continuous improvement and client-centricity.

HQ Significance:

The Wakefield headquarters anchors Vestmark's presence in the Boston tech hub and provides a central location for key decision-making and company operations.

Values Reflected in HQ: Innovation, collaboration, client focus, and a commitment to excellence are reflected in the HQ's design and work environment.

Location:

While primarily focused on the North American market, Vestmark supports its platform and services globally, enabling financial institutions to manage portfolios and serve clients worldwide. They support various functions globally including client support, product development, and technology infrastructure.

Street Address:

100 Quannapowitt Parkway

City:

Wakefield

State/Province:

MA

Country:

USA

Where Else Does Vestmark Operate Around the World?

New York, NY, USA

Address: 730 3rd Ave 23rd floor, New York, NY 10017

Serves clients in the major financial hub of New York City and surrounding region.

Buying Intent Signals for Vestmark

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Vestmark? Meet the Executive Team

As of April 2025, Vestmark' leadership includes:

Karl Roessner - Chief Executive Officer
Robert Battista - Chief Financial Officer
Dustin McDaniel - Chief Technology Officer

Who's Investing in Vestmark?

Vestmark has been backed by several prominent investors over the years, including:

Accel-KKR

What Leadership Changes Has Vestmark Seen Recently?

Hire0
Exits0

There have been a few notable executive changes at Vestmark in the past year, reflecting a focus on strategic leadership and growth.

What Technology (Tech Stack) Is Used byVestmark?

Discover the tools Vestmark uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Vestmark Email Formats and Examples

Vestmark's email format typically follows a pattern using the first initial and last name.

[first_initial][last]@vestmark.com

Format

jdoe@vestmark.com

Example

70%

Success rate

What's the Latest News About Vestmark?

Business Wire • 2024-03-13

Vestmark Expands Vestmark Advisory Solutions With Addition of Model Portfolios From J.P. Morgan Asset Management

Vestmark expands Vestmark Advisory Solutions with addition of model portfolios from J.P. Morgan Asset Management....more

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