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Vestmark, the Wakefield, MASaaS provider of wealth management solutions for financial advisors and institutions, closed a $30m investment from the private equity fund, Summit Partners.
Vestmark provides an integrated cloud-based technology platform – including modules for advisor trading, proposal generation, and client reporting – that allows advisors, broker dealers and asset managers to more efficiently deliver advice to their clients. Vestmark‘s client base is comprised of top tier financial institutions, and the platform currently services 1.5 million accounts with an aggregate of $500 billion in assets. Vestmark has received numerous accolades and industry recognition from the Money Management Institute, the Bank Insurance and Securities Association (BISA), CEB TowerGroup and other reputable industry thought leaders.
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