When was Vestmark founded?

Vestmark was founded in 2001 and raised its 1st funding round 2 years after it was founded.

Where is Vestmark located?

Vestmark is headquartered in Wakefield, United States. It is registered at Wakefield, Massachusetts.

How many employees does Vestmark have?

As of Apr 30, 2026, the latest employee count at Vestmark is 434.

Is Vestmark a funded company?

Vestmark is a funded company, having raised a total of $64.2M across 11 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Nov 2003.

When was the latest funding round of Vestmark?

Vestmark's latest funding was a $***** Series C round on Oct 10, 2017, with participation from 0 investor.

Where does Vestmark rank among its competitors?

Vestmark ranks 2nd amongst 138 active competitors, of which 18 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Capitolis, which secured $56M in Aug, 2025.

Who are the top competitors of Vestmark?

Vestmark's top competitors include Virtu, ION Group and Capitolis. Among them, Capitolis secured the most recent funding round in August, 2025.

Vestmark - 2026 Company Profile, Team, Funding & Competitors

Vestmark is a series C company based in Wakefield (United States), founded in 2001 by Charles Johnson. It operates as a Trade management solutions for capital market brokers. Vestmark has raised $64.2M in funding from Summit Partners and Hub Angels. The company has 138 active competitors, including 18 funded and 24 that have exited. Its top competitors include companies like Virtu, ION Group and Capitolis.

Company Details

Trade management solutions for capital market brokers. It offers trade management solutions for capital market brokers, dealers, investment managers, RIAs, bank trusts, and other financial firms. It features VestmarkONE, a robo advisory investment platform that helps advisors deliver investment services for clients.

Website: www.vestmark.com/
Social
Phone Number: +1 **********
Registered Address: Wakefield, Massachusetts

Key Metrics

Founded Year

2001

Location

Wakefield, United States

Stage

Series C

Total Funding

$64.2M in 11 rounds

Latest Funding Round

Series C, Oct 10, 2017, $*****

Investors

Summit Partners & 7 more

Ranked

2^nd among 138 active competitors

Employee Count

434 as on Apr 30, 2026

Similar Companies

Virtu & 594 more

View Vestmark's full profile

Vestmark is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
VESTMARK, INC CIN: 43556518 , United States, Active	Dec 31, 2000	-	338 (As on Dec 31, 2024)	-
VESTMARK, INC. CIN: 32083180656 , United States, Active	Feb 14, 2022	-	-	-

Vestmark has raised a total funding of $64.2M over 11 rounds. Its first funding round was on Nov 2003. Vestmark has 8 institutional investors.

Here is the list of recent funding rounds of Vestmark:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Oct 10, 2017	3794041	Series C	3443066	2822938	8596390	7364478
Apr 13, 2016	2708525	Series C	8606120	6018274	3135023	4183077
Jul 01, 2015	9366310	Series B	5972181	7387147	8853446	7758188

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View details of Vestmark's funding rounds and investors

The founders of Vestmark is Charles Johnson.

Here are the details of Vestmark's key team members:

Charles Johnson: Founder of Vestmark.
Contact Info: 1 email address

View details of Vestmark's Founder profiles and Board Members

Vestmark's employee count trend

Vestmark has 434 employees as of Apr 26. Here is Vestmark's employee count trend over the years:

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Top competitors of Vestmark include Virtu, ION Group and Capitolis. Here is the list of Top 10 competitors of Vestmark, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Virtu 2008, New York City (United States), Public	Suite of solutions for managing trade-related processes	-	Silver Lake, Periphas Capital & 4 others	71/100
2nd	Vestmark 2001, Wakefield (United States), Series C	Trade management solutions for capital market brokers	$64.2M	Savano Capital Partners, Link Ventures & 6 others	71/100
3rd	ION Group 1998, New York City (United States), Late Stage	Treasury management solutions for financial institutions and banks	$400M	The Carlyle Group, TA & 3 others	68/100
4th	Capitolis 2016, New York City (United States), Series D	Offers trade management solutions for investors	$358M	State Street, Index Ventures & 20 others	67/100
5th	Halo Investing 2015, Chicago (United States), Series C	Software suite for investment professionals	$120M	Owl Capital Group, Allianz Life Ventures & 5 others	66/100
6th	Tradier 2012, Charlotte (United States), Series B	Brokerage services and technology solutions for active traders and businesses	$27.7M	PEAK6, F-Prime Capital & 2 others	64/100
7th	MyVest 2001, San Francisco (United States), Acquired	Enterprise wealth management platform powering personalized, tax-optimized portfolios at scale	-	-	61/100
8th	Enfusion 1997, Chicago (United States), Acquired	Trade management and risk assessment solutions for capital markets	$150M	Iconiq Capital, FTV Capital & 1 others	59/100
9th	EquiLend 2001, New York City (United States), Acquired	Provider of securities finance technology and data solutions	-	National Bank of Canada, BNY	56/100
10th	North Capital 2008, Midvale (United States), Seed	Platform, brokerage, escrow, custody, and secondary trading for private securities	$3.18M	Fiduciary Trust International, Karlani Capital	55/100