Vestmark
Boston, US · Founded 2001 · 4 known investors
Vestmark provides portfolio management, trading, and advisor tools for wealth and asset managers, including tax-aware investing, unified managed accounts, and direct indexing capabilities. The platform serves broker-dealers, registered investment advisors, and asset managers with over 20 years of industry experience.
Enterprise SoftwareFintechSaaS
Founders & leadership
JL
John LunnyExecutive
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.
Founder mafia
2 people who came through Vestmark went on to found or lead other companies.
Competitors · 3
by search overlapAssetMark243 shared keywordsAssetMark provides a third-party asset management platform for independent financial advisors, offering wealth management technology, curated investment portfolios, retirement services, and back-office and consulting support. Its tools cover portfolio construction, investment research, client communication, and trust accounting (through a collaboration with Cheetah) for advisory practices.
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.
Frequently asked questions
- What does Vestmark do?
- Vestmark provides portfolio management, trading, and advisor tools for wealth and asset managers, including tax-aware investing, unified managed accounts, and direct indexing capabilities. The platform serves broker-dealers, registered investment advisors, and asset managers with over 20 years of industry experience.
- 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.