Vestmark enables financial institutions and advisors to efficiently manage and trade their clients' portfolios through its software-as-a-service (SaaS) platform, VestmarkONE. More than $1.4 trillion in assets and 4.5 million accounts are currently managed on the platform.
The company, founded in 2001, is headquartered in Wakefield, Mass., and has offices in Boston; Chicago; Jersey City, N.J.; and Charlotte, N.C.