Vestmark
Boston, US · Founded 2001 · 433 employees on LinkedIn · 4 known investors
Vestmark Investment Advisory provides outsourced investment advisory services for wealth firms and asset managers, including automated tax management, tax transitions, direct indexing, and fixed income integration. Its offerings run on the Vestmark investment management platform and include access to a marketplace of third-party model strategies.
Founders & leadership
JL
John LunnyinVice Chairman
DB
Investors · 4
Reported raises · per SEC filings
Form D private placements$41.9M disclosed across 3 rounds · 2015–2017
▶$11.7MraisedOct 2017 · 8 investors · Other TechnologyRule 506(b)
▶$11.7MraisedOct 2017 · 8 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- John GiordanoDirector
- John ShieldsDirector
- Sanju BansalDirector
- Dave BlundinDirector
- Tiffany FreitasExecutive Officer
- John LunnyExecutive Officer, Director
- Offering amount
- $11.7M
- Amount sold
- $11.7M
- First sale
- Sep 2017
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$30MraisedApr 2016 · 5 investors · Other TechnologyRule 506(b)
▶$30MraisedApr 2016 · 5 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- John GiordanoDirector
- Dave BlundinDirector
- John ShieldsDirector
- Sanju BansalDirector
- John LunnyExecutive Officer, Director
- Tiffany FreitasExecutive Officer
- Offering amount
- $30M
- Amount sold
- $30M
- First sale
- Apr 2016
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
▶$268KraisedJul 2015 · 1 investors · Other TechnologyRule 506(b)
▶$268KraisedJul 2015 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- John LunnyExecutive Officer
- David BlundinExecutive Officer, Director
- Offering amount
- $268K
- Amount sold
- $268K
- First sale
- Jul 2015
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapAssetMark243 shared keywordsAssetMark provides portfolio management solutions and investment consulting services to independent financial advisors, offering curated investment strategies, rigorous due diligence on investment managers, and personalized practice-based advisory support.
Longmark74 shared keywordsLongmark is a vertically integrated residential real estate investment firm that sources off-market opportunities and manages every stage of the investment lifecycle, from acquisition to property and construction operations, through a proprietary data-driven platform. It targets institutional investors seeking risk-adjusted returns across single-family, multifamily, and office properties.
SmartAsset70 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Companies competing with Vestmark for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Frequently asked questions
- What does Vestmark do?
- Vestmark Investment Advisory provides outsourced investment advisory services for wealth firms and asset managers, including automated tax management, tax transitions, direct indexing, and fixed income integration. Its offerings run on the Vestmark investment management platform and include access to a marketplace of third-party model strategies.
- Who are Vestmark's investors?
- Vestmark's investors include Savano Capital Partners, Summit Partners, Vestigo Ventures, Link Ventures.
- How much funding has Vestmark raised?
- Vestmark has disclosed $41.9M raised across 3 rounds.
- Where is Vestmark headquartered?
- Vestmark is headquartered in Boston, US.