Company
Vestmark
For over 20 years, our portfolio technology, tax-aware investing, & advisor tools have helped firms grow and thrive.
Also known as Vestmark, Inc.
- Status
- Operatingas of 2026-09-18
- Business model
- B2B
- Customers
- Broker-Dealers & Banks, RIAs, Asset Managers
- Legal name
- Vestmark, Inc.
- vestmark.com (opens in a new tab)
- LinkedIn (opens in a new tab)
- X (opens in a new tab)
- Press page (opens in a new tab)
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Record updated 28 September 2026
About
Vestmark delivers a scalable platform for leading institutions and high-growth industry innovators.
Funding snapshot
- Total raised
- $43.6MSEC form D sum, as of 2026-09-28Source (opens in a new tab)
- Latest round
- Round, $11.7M2017-09-27
Funding rounds
- Round, 2017
- $11.7M2017-09-27, SEC form D sold, 8 investors
- Round, 2016
- $30M2016-04-08, SEC form D sold, 5 investors
- Round, 2015
- $268K2015-07-01, SEC form D sold, 1 investor
- Round, 2009
- $1.7M2009-06-08, SEC form D sold, 1 investor
Products
- Web
- Advisor Suite
- Web
- Investment Advisory
- Web
- Portfolio & Trading Tech
Exit
- Acquisition
- 2026-09-09
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