Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients'​ portfolios using an innovative SaaS ecosystem. 

Software

Vestmark, Inc.

Vestmark, Inc.'s headquarters in Wakefield, MA, United States

Karl Roessner

Corey Fiedler

Michael Blundin

Nick Thurlow

Freedom Dumlao

Rob Klapprodt

Ananya Balaram

Steve Gottschalk

Dan Ferguson

Conor Daly

The Engineering and Technical Operations team at Vestmark, Inc. is responsible for the development, maintenance, and optimization of the company’s wealth management SaaS solutions. This multifaceted team, comprising software engineers, system administrators, and operational managers, ensures the reliability and performance of the platform, while also collaborating with customer-facing teams to deliver tailored solutions and support to clients. Their efforts drive innovation and enhance user experience, ultimately supporting financial advisors in efficiently managing and trading client portfolios.

Engineering and Technical Operations

The Sales and Business Development team at Vestmark, Inc. plays a crucial role in driving the company's growth by identifying new market opportunities and building strategic partnerships. They work collaboratively to enhance client relationships, deliver tailored wealth management solutions, and ensure successful implementation of services, all while supporting the overall sales strategy to maximize revenue.

Sales and Business Development

The Leadership Team at Vestmark, Inc. is responsible for setting the strategic direction of the company, ensuring operational efficiency, and driving growth in the wealth management sector. Comprising executives from various functional areas such as finance, client operations, and engineering, this team collaborates to align business objectives with innovative solutions, enhance client delivery, and foster a high-performing organizational culture.

Leadership Team

The Customer Support and Service team at Vestmark, Inc. is dedicated to ensuring a seamless experience for financial advisors and institutions using the company's wealth management solutions. This team manages client implementations, provides technical support, and oversees operations to resolve any issues efficiently, enhancing client satisfaction and ensuring the effective utilization of Vestmark's SaaS ecosystem. Their collaborative efforts contribute to the successful deployment and ongoing maintenance of wealth management services, ultimately supporting client success and retention.

Customer Support and Service

The Finance and Accounting team at Vestmark, Inc. plays a crucial role in managing the company's financial health and ensuring compliance with accounting standards. They oversee budgeting, financial reporting, and analysis, while providing strategic insights to optimize resource allocation. Additionally, the team manages payroll and reconciliation processes to support efficient operations and foster transparency across the organization.

Finance and Accounting

The Human Resources and Training team at Vestmark, Inc. is dedicated to fostering a high-performance culture by recruiting top talent, managing employee relations, and implementing effective training programs. They ensure that all employees are equipped with the skills and knowledge needed to excel in their roles, while also promoting a positive work environment that aligns with the company’s strategic goals in wealth management solutions.

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Vestmark, Inc.

Org chart

Teams

Engineering and Technical Operations

Sales and Business Development

Leadership Team

Customer Support and Service

Finance and Accounting

Human Resources and Training

Offices

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Vestmark, Inc.

Org chart

Teams

Engineering and Technical Operations

Sales and Business Development

Leadership Team

Customer Support and Service

Finance and Accounting

Human Resources and Training

Offices

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