Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us


May 22, 2015 2:53 PM 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

Phone:

781-224-3640

Fax:

781-224-3641

Key Executives for Vestmark, Inc.

Chief Executive Officer and President of Vestmark Solutions
Chief Financial Officer
President of Vestmark Software
President of Managed Portfolio Advisors
Chief Architect and Chief Technology Officer
Compensation as of Fiscal Year 2014.

Vestmark, Inc. Key Developments

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.

Vestmark Appoints Mark Saunders as VP, Director of Operations of its Business Process Outsourcing

Vestmark announced industry veteran Mark Saunders as the VP, Director of Operations of Vestmark Business Process Outsourcing (BPO). In this new role, Mr. Saunders will be responsible for supporting the expansion of Vestmark's Jersey City-based BPO unit and executing initiatives to enhance the services provided to BPO clients. Mr. Saunders is a seasoned financial services manager with more than 15 years of experience in the industry. Prior to joining Vestmark, Mr. Saunders was VP of Wrap Operations at Goldman Sachs Asset Management, where he was responsible for daily reconciliation, account opening and servicing, composite performance maintenance, and account guidelines monitoring. During his time at Goldman Sachs, Mr. Saunders worked with IT and vendors to consolidate all GSAM managed SMA wrap accounts onto VestmarkONE. In addition to Goldman Sachs, Mr. Saunders has also held senior managerial positions with Hillman Capital Management and Envestnet.

Similar Private Companies By Industry

Company Name Region
Connotate Technologies, Inc. United States
COMPLI, Inc. United States
Sterling Network Services, LLC United States
eCharge2 Corporation United States
Solid Instance, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Report Data Issue

To contact Vestmark, Inc., please visit www.vestmark.com. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.