Vestmark
Future-ready wealth technology and advisory solutions
Wakefield, United States
436 employees
Venture round
Total: $50.35M
Enterprise Software, Financial Services +3
General Information
Wakefield, United States
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United States Market
Enterprise Software
Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.
Vestmark is participating as an exhibitor at IMPACT®2026 in Boston at booth 1619.
InvestmentNews reports that Envestnet is eyeing a potential acquisition deal involving Vestmark, focusing on benefits for RIAs.
Vestmark and Allspring Global Investments announced a partnership to help RIAs build personalized, tax-aware model portfolios.
AI Insight
Bounce Watch AIVestmark has strategically enhanced its wealth management solutions by partnering with Allspring Global Investments to provide personalized, tax-aware model portfolios for RIAs. This collaboration expands their value proposition, targets a critical client segment, and signals a dynamic move to solidify their market position through product innovation and strategic alliances. Their continued presence as an exhibitor at IMPACT®2026 further underscores ongoing market engagement and business development efforts.
About Vestmark
Business keywords: Portfolio management, Investment solutions, Financial technology, Wealth management, Outsourced services, Employee wellness, Client satisfaction, Work culture, Asset management, Financial institutions, Technology platform, Employee development, Career opportunities
Funding Rounds & Investors (3)
View All| Funding Stage | Amount | Investors | Lead Investors | Date |
|---|---|---|---|---|
| Venture Round | $11.65M | 1 |
|
10 Oct 2017 |
| Private Equity Round | $37.00M | 5 |
|
31 Oct 2016 |
| Venture Round | $1.70M | - |
|
08 Jun 2009 |
Latest News
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Vestmark Alternatives & Competitors
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FAQ About Vestmark
Source: BounceWatch company record for Vestmark, https://www.bouncewatch.com/company/vestmark, updated 31 October 2026. When citing, please name BounceWatch and link this page.
