General Info

Founded in 2001, Vestmark is a full-service investment technology company. It offers services to the investment and overlay managers, sponsors and outsourcing service providers in the managed accounts industry in the United States. The company also provides a Web-based technology, Vestmark Managed Accounts Platform. Additionally, Vestmark is engaged in the data and communications standardization efforts of the Money Management Institute (MMI) and the Depository Trust and Clearing Corporation (DTCC). It provides a variety of training programs and implementation solutions. The company specializes in managed and support services. Vestmark has a range of operations in Massachusetts and New Jersey.