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Vestmark
Boston, US · Founded 2001 · 433 employees on LinkedIn · 5 known investors
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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
Investors · 5
How we know: av.vc · Not right? Tell us
How we know: Savano Capital Partners's portfolio page · Not right? Tell us
How we know: Summit Partners's portfolio page · Not right? Tell us
How we know: the VCSheet dataset · Not right? Tell us
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)
- 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)
- 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)
- 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.
Related companies · 3
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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 Alumni Ventures, 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.