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September 02, 2015 10:06 AM ET

Internet Software and Services

Company Overview of Vestmark, Inc.

Company Overview

Vestmark, Inc. provides VestmarkONE, a wealth management platform that offers technology to enable broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver wealth management and a range of advisory solutions. Its Custodial and Trading Network provides connectivity and automated processing with custodians and brokerage platform spanning various areas of connectivity, including account opening/administration, trade routing and execution, allocation processing, and reconciliation. 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; manag...

100 Quannapowitt Parkway

Suite 205

Wakefield, MA 01880

United States

Founded in 2001





Key Executives for Vestmark, Inc.

Chief Executive Officer and President of Vestmark Solutions
Chief Financial Officer
President of Vestmark Software
Chief Architect and Chief Technology Officer
Chief Technologist of Investment Systems
Compensation as of Fiscal Year 2015.

Vestmark, Inc. Key Developments

Vestmark, Inc. Presents at 35th Annual Canaccord Genuity Growth Conference, Aug-13-2015 10:00 AM

Vestmark, Inc. Presents at 35th Annual Canaccord Genuity Growth Conference, Aug-13-2015 10:00 AM. Venue: InterContinental Boston, 510 Atlantic Avenue, Boston, MA 02210, United States.

Vestmark Names Tiffany Freitas as Chief Financial Officer

Vestmark announced that Tiffany Freitas as the new Chief Financial Officer. Freitas was most recently Vice President of Finance for the Interactive division at the Walt Disney Company. As CFO at Vestmark she will oversee Financial Planning, Corporate Development, Accounting, and Investor Relations, reporting to the CEO.

Vestmark Opens New Office Near Boston's South Station

Vestmark announced it has opened a new office near South Station in downtown Boston. The new office will allow the company to expand operations and attract talent from the robust engineering base in Boston.

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