Vestmark
PrivateLast Round
Series C
Sep 27, 2017
Total Funding Raised
$41.65M
Company Overview
Vestmark is a financial technology company that provides a SaaS-based wealth management platform for portfolio management, trading, and outsourced investment services to financial institutions and advisors.
Sector
FinTech
Verticals
Wealth Management, Investment Platforms, Compliance & Risk, Vertical SaaS
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Vestmark Comparables
Compare Vestmark with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| Orion Advisor Solutions | 86% | |
| Envestnet | 82% | |
| Smartleaf | 79% | |
Vestmark Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Sep 27, 2017 | ||||
| Growth Equity | Apr 13, 2016 |
Key People
Founding team and executive leadership
Vestmark Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Link Ventures | Series C |
| Vestigo Ventures | Series C |
| Summit Partners | Growth Equity |
| Savano Capital Partners | Series C |
| Alumni Ventures | Series C |
Market signals
Structured signals derived from secondary market and firmographic data.
- May 2, 2025
Monthly visitors increased 71% MoM, reaching 11.3K.
- Sep 27, 2017
$12M round with participation from Alumni Ventures and Link Ventures.
Vestmark Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
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Frequently Asked Questions
Common questions about Vestmark's valuation, stock price, and market status.