Vestmark
PrivateLast Round
Series C
Sep 27, 2017
Total Funding Raised
$41.65M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
Vestmark operates in FinTech and is based in Wakefield, Massachusetts. Its latest recorded funding round was a Series C round in September 2017.
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
Business Model
B2B
Customer Profile
Subscription SaaS, Services & Consulting
AI Layer
Application
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% |
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Vestmark Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Series C | Sep 27, 2017 | ||||
| Growth Equity | Apr 13, 2016 |
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Key People
Founding team and executive leadership
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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.
- Aug 20, 2026
Monthly visitors grew 73% MoM, reaching 9.9K.
- May 2, 2025
Monthly visitors increased 71% MoM, reaching 11.3K.
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Vestmark Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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Frequently Asked Questions
Common questions about Vestmark's valuation, stock price, and market status.
Is Vestmark a public or private company?
Vestmark is a private company.
What is the current stock price of Vestmark?
Vestmark is a private company, so its shares have no public market price. Caplight tracks Vestmark's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.
How much is Vestmark worth (valuation)?
Valuation information for Vestmark is not publicly available.
Can I buy Vestmark stock?
Vestmark shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.
When was Vestmark's last funding round?
Vestmark's most recent funding round was Series C on September 27, 2017.
Who are the main investors in Vestmark?
Key investors in Vestmark include Summit Partners.
Will Vestmark IPO soon?
No public IPO plans have been announced for Vestmark.
How can I track Vestmark secondary market activity?
Caplight tracks bids, offers, and trades in Vestmark's shares on secondary markets.