September 28, 2016 3:56 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 2016.

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 Appoints Vincent Pellegrini as Senior Vice President of Client Experience

Vestmark announced Vincent Pellegrini has joined Vestmark as the SVP of Client Experience. In this new role, Pellegrini will be responsible for defining VestmarkONE’s user Experience and Information Visualization strategy. As the VestmarkONE platform evolves to connect all participants in the wealth management process, Pellegrini will work with the Product and Engineering teams to craft and deliver new, intuitive and collaborative user experiences from centralized investment, compliance and operations teams to financial advisors and individual investors. Pellegrini brings over 20 years of wealth management experience in senior leadership roles across technology, marketing and product management. Most recently, as Principal of Advanced Objects, Inc., Pellegrini guided product development, business development and marketing in providing innovative enterprise and mobile solutions for asset managers, broker-dealers, RIAs, TAMPs and insurance providers.

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.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
April 8, 2016
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