July 22, 2017 5:16 PM ET

Software

Company Overview of Vestmark, Inc.

Company Overview

Vestmark, Inc. develops and markets wealth management technology solutions for individual and institutional investors. It offers VestmarkONE, a real-time technology platform that enables broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver wealth management and a range of advisory solutions. The company also offers VestmarkONE Advisor, a solution that empowers financial advisors to manage fee-based advisory accounts and monitor their book of business in real-time; managed, implementation, support, and education services; and business process outsourcing services, such as middle and back-office administrative and operational services. Its custodial and ...

100 Quannapowitt Parkway

Suite 205

Wakefield, MA 01880

United States

Founded in 2001

Phone:

781-224-3640

Fax:

781-224-3641

Key Executives for Vestmark, Inc.

Chief Executive Officer and President of Vestmark Solutions
President
Founder and Chief Information Officer
Chief Financial Officer
Chief Technology Officer and Chief Architect
Compensation as of Fiscal Year 2017.

Vestmark, Inc. Key Developments

Vestmark Appoints Lonnie Macdonald as Chief Marketing Officer

Vestmark announced that Lonnie Macdonald has been appointed as Chief Marketing Officer. As CMO, he will define and oversee Vestmark's marketing and brand strategy and contribute to driving revenue across Vestmark's solutions and services. Macdonald brings a wealth of experience to Vestmark. In previous roles running sales and marketing for firms such as Foreside Financial, Beacon Hill Fund Services, UMB Fund Services, and GCom Solutions, he spearheaded efforts to define each firm's brand strategy and aligned marketing and sales resources to generate growth.

Vestmark Appoints Roger Kahlon as Senior Vice President of Professional Services

Vestmark appointed Roger Kahlon as Senior Vice President of Professional Services. In this pivotal role, Kahlon is responsible for accelerating the delivery of Vestmark's solutions to market, aligning Vestmark's resources to set a new standard for SaaS deployment across the wealth management industry. Formerly Chief Operating Officer at Smonik Investment Systems, Kahlon brings more than 25 years of experience in financial services to Vestmark.

Vestmark Unveils VestmarkONE Robo Advice Platform

Vestmark announced VestmarkONE Robo Solution. Already serving as the engine behind one of the industry's robo platforms, the VestmarkONE Robo Solution is now available as a turnkey offering for Broker/Dealers, RIAs, Asset Managers, Banks and Bank Trust departments. The VestmarkONE Robo Solution offers a comprehensive platform with a highly configurable blend of human and automated advice delivery -- enabling wealth management organizations to leverage the most effective aspects of each. Vestmark's robo solution also leverages each organization's current suite of advisory offerings and is easily managed alongside mutual fund advisory, ETF advisory, separately managed accounts (SMAs), unified managed accounts (UMAs) and Rep discretionary programs. The VestmarkONE Robo Solution enables firms to: Determine how much of the account lifecycle to automate as well as how and where to introduce the human advisor presence; Tailor how investors self-assess their investment needs and automatically generate a recommended portfolio utilizing a full-breadth of advisory solutions; Move beyond only advising on ETFs, enabling automated recommendations to include other investment offerings such as SMAs, UMAs, and mutual funds; Facilitate advisor-investor interaction in real-time through a user and compliance-friendly private interface; Leverage flexible integration options with custodians, trading partners, and other internal and external systems.

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Recent Private Companies Transactions

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