Founded in 2001, Vestmark's mission is to build technology solutions that help financial institutions and advisors efficiently manage investor wealth. We know that we are only as good as our people. Our team of over 300 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology. We come to work with an understanding that we are all consumers of financial information and strive to improve how it's accessed and delivered. Our technology now services over 40 institutions, 25,000 advisors, over $600 billion in assets, and 2 million investor accounts. The same spirit of innovation that compelled us to found our business remains with us today, as we guide our clients through the constantly changing technology landscape and empower them to help investors achieve better investment outcomes.

Legal name: Vestmark, Inc.