Vestmark, Inc.

Vestmark, Inc.

Vestmark, Inc.

Date Founded




Type of Company


Employees (Worldwide)

101 - 250


Computer Software
IT Consulting & Services
Internet Software & Services
Other Business & Consulting Services
Holding Companies
Accounting & Financial Services
Investment Banking & Brokerage

Company Description

Vestmark, Inc. operates technology platform for integrating portfolio management, trading and back office functions. Its services include business process outsourcing, implementations, support, and education services. The company was founded by Charles D. Johnson and David B. Blundin in February 2001 and is headquartered in Wakefield, MA.

Contact Data
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Executives & Employees

Chief Executive Officer

Chief Financial Officer

Chief Marketing Officer

Chief Technology Officer

Chief Corporate Strategy Officer

Chief People Officer

Managing Director, Vestmark Advisory Solutions

Chief Technologist-Investment Systems

Executive Vice President-Client Operations

Board of Directors

Co-Founder at EverQuote, Inc.

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Vestmark, Inc.
Recent Transactions
Details Hidden

Summit Partners LP, Vestmark, Inc. purchase Adhesion Wealth Advisor Solutions, Inc.

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Vestmark, Inc. raised money in a private placement transaction

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Vestmark, Inc. raised money in a private placement transaction

Advisors & Consultants

Partner at Vajra Asset Management LLC


Former Managing Director at Vestmark Advisory Solutions, Inc.

Former Professional at GVA Thompson Doyle Hennessey & Stevens, Inc.


Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individuals, financial advisors, and institutions. Morningstar provides data on more than 385,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 8 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services and has approximately $195 billion in assets under advisement or management as of Sept. 30, 2012. We have operations in 27 countries. We offer investment consulting and retirement planning services through Morningstar Associates, LLC and Ibbotson Associates; registered investment advisors and wholly owned subsidiaries of Morningstar, Inc. We also offer Morningstar® Managed Portfolios, an asset management service for financial advisors, through Morningstar Investment Services, Inc., a registered investment advisor, broker/dealer, and a subsidiary of Morningstar, Inc.

Non-Profit Donations & Grants
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Link Equity invests in companies located in the US. The firm targets companies operating in the fields of internet technology services. It provides financing for early stage capital requirements.

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Summit Partners is an active manager which invests in companies located around the world. The firm participates in early, growth, recapitalizations, buyouts and all stages of capital requirements with an investment size of USD10 million to more than 500 million. It acquires majority (or) minority stake. It targets companies in sectors such as technology, healthcare & life sciences and growth products & services.

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Blue Chip Venture Co a private equity and venture capital firm, invests in companies located in the US and Canada.They target companies operating in the fields of technology, media & marketing, healthcare and software & services sectors, specialty providers and clinical-stage drug and medical device companies.

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