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 Sep 30, 2026, the latest employee count at Vestmark is 435.

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 160 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 Moment, which secured $78M in May, 2026.

Who are the top competitors of Vestmark?

Vestmark's top competitors include KFin Technologies, Capitolis and Virtu. Among them, Moment secured the most recent funding round in May, 2026.

Vestmark - 2026 Company Profile, Team, Funding & Competitors

Vestmark is an acquired company based in Wakefield (United States), founded in 2001 by Charles Johnson and Archan Basu. 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 160 active competitors, including 18 funded and 25 that have exited. Its top competitors include companies like KFin Technologies, Capitolis and Virtu.

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

Acquired

Total Funding

$64.2M in 11 rounds

Latest Funding Round

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

Investors

Summit Partners & 7 more

Ranked

2^nd among 160 active competitors

Employee Count

435 as on Sep 30, 2026

Similar Companies

KFin Technologies & 714 more

Exit Details

Acquired by Envestnet (Sep 12, 2026)

View Vestmark's full profile

Vestmark is associated with 2 legal entities given below:

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

Vestmark got acquired by Envestnet on Sep 12, 2026.

Click here to take a look at Vestmark's acquisition in detail

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	6400100	Series C	6133557	9642347	3076490	2866262
Apr 13, 2016	7828766	Series C	4611861	4999480	3626719	2695709
Jul 01, 2015	5337348	Series B	8049860	4933712	8142371	3858200

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View details of Vestmark's funding rounds and investors

The founders of Vestmark are Charles Johnson and Archan Basu.

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

Charles Johnson: Founder of Vestmark.
Archan Basu: CEO & co-founder, LifeHarbor Inc. (sold to..) of Vestmark.

View details of Vestmark's Founder profiles and Board Members

Vestmark's employee count trend

Vestmark has 435 employees as of Sep 26. Here is Vestmark's employee count trend over the years:

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Top competitors of Vestmark include KFin Technologies, Capitolis and Virtu. 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	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
2nd	Vestmark 2001, Wakefield (United States), Acquired	Trade management solutions for capital market brokers	$64.2M	Savano Capital Partners, Summit Partners & 6 others	74/100
3rd	Capitolis 2016, New York City (United States), Series D	Offers trade management solutions for investors	$358M	State Street, Citi & 20 others	67/100
4th	Virtu 2008, New York City (United States), Public	Suite of solutions for managing trade-related processes	-	Silver Lake, Periphas Capital & 4 others	66/100
5th	ION Group 1998, London (United Kingdom), Late Stage	Treasury management solutions for financial institutions and banks	$400M	The Carlyle Group, TA Associates & 3 others	66/100
6th	Halo Investing 2015, Chicago (United States), Series C	Software suite for investment professionals	$120M	Owl Capital Group, Allianz Life Ventures & 6 others	65/100
7th	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
8th	Moment 1998, Seattle (United States), Series C	Developer of fixed income trading and data solutions for firms	$134M	Index Ventures, Lightspeed Venture Partners ... & 5 others	62/100
9th	MyVest 2001, San Francisco (United States), Acquired	Enterprise wealth management platform powering personalized, tax-optimized portfolios at scale	-	-	61/100
10th	EquiLend 2001, New York City (United States), Acquired	Provider of securities finance technology and data solutions	-	National Bank of Canada, BNY	57/100