Vestmark IPO: Investment Opportunities & Pre-IPO Valuations

Company details

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

vestmark.com

Sector

Fintech

Subsector

Capital Markets

Founded

2001

Headquarters

Wakefield, MA, United States

Forge Price ¹

Price not yet available

Post-Money Valuation ³

$518.11MM

Total Funding

$68.29MM

LFR Price per Share

$xx.xx

Last Funding Share Class

Series 9-A

Learn more about Vestmark

To invest in Vestmark pre-IPO

Can you invest in Vestmark pre-IPO?

Vestmark is a privately held company and is not publicly traded, therefore investing in Vestmark pre-IPO is only available to accredited investors. If you meet the accreditation criteria, you can learn more about Forge’s Secondary Marketplace and how to invest in private companies before their potential IPO. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.

Can you sell shares of Vestmark before it goes public?

You can seek to sell your shares in Vestmark while it remains private. If you are considering selling, you can register today for free to get started. Once registered, a Private Market Specialist will guide you through any questions you might have. You may also continue to browse through our resources to help you understand the implications and procedures involved in selling your private market shares.

What is the pre-IPO value of my Vestmark shares?

To determine the value of your Vestmark shares, create a free account to gain access to Forge’s platform. In addition to the Forge Price, Forge Markets contains pricing information for hundreds of pre-IPO companies such as Last Closed Trade Price. A Private Market Specialist will also be available to assist you with any inquiries related to your Vestmark shares. You can also learn more about how to sell your private shares before getting started.

Is Vestmark a publicly traded company?

If you are interested in buying or selling private company shares, you can register with Forge today for free to explore your options. Registering gives you access to one of our Private Market Specialists who can guide you through the process of buying or selling. Learn more about how Forge might help you buy pre-IPO shares or sell pre-IPO shares.

To learn more about Vestmark potential IPO

Will Vestmark go IPO?

Vestmark has not yet filed for an IPO. However, it’s important to note that IPOs are not the sole avenue for a private company to transition to public trading. Private companies can also go public through alternative methods such as but limited to Special Purpose Acquisition Companies (SPACs), direct listings, or mergers and acquisitions. Find out which companies are eyeing an IPO on our Tech IPO Calendar 2025.

What is Vestmark’s IPO price?

The Vestmark IPO price does not exist at this time, as Vestmark is still a private company and has not yet conducted an IPO. To explore secondary market data and access private market pricing details and data that may be related to Vestmark register for Forge Markets, today.

When was Vestmark founded?

Vestmark was founded in 2001.

What is Vestmark funding to date?

Vestmark has raised $68.29MM to date.

Vestmark major investors

Blue Chip Venture

Summit Partners

Undisclosed Investors

Vestmark funding rounds and valuation

Funding history chart

Funding round details

	Funding Date	Share Class	Amount Raised	Price per Share	Post-Money Valuation	Key Investors
	10/10/2017	Series 9-A	$11.65MM	$xx.xx	$518.11MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 1,664,286 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	04/13/2016	Series 9	$30MM	$xx.xx	$384.05MM	Summit Partners
Price per Share $xx.xx Shares Outstanding 5,802,708 Liquidation Pref Order 1 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Summit Partners
	07/13/2011	Series 8	$4MM	$xx.xx	$36.24MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 4,000,000 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	09/14/2006	Series 7	$14.1MM	$xx.xx	$82.17MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 4,700,000 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	12/22/2005	Series 6	$1.67MM	$xx.xx	$55.21MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 703,388 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	04/25/2005	Series 5	$1.59MM	$xx.xx	$43.61MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 823,167 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	11/15/2004	Series 4	$2.22MM	$xx.xx	$29.46MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 1,621,007 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	07/27/2004	Series 3	$1.5MM	$xx.xx	$9.51MM	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 3,114,675 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors
	12/31/2003	Series 2	$1.37MM	$xx.xx	$6.88MM	Blue Chip Venture
Price per Share $xx.xx Shares Outstanding 2,860,192 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Blue Chip Venture
	11/14/2003	Series 1	$200,010.00	$xx.xx	$332,963.00	Undisclosed Investors
Price per Share $xx.xx Shares Outstanding 8,610,000 Liquidation Pref Order 2 Liquidation Pref As Multiplier 1.0x Conversion Ratio 1.0x Dividend Rate 0.0% Cumulative Non-cumulative Participating Non-participating Participation Cap -- Key Investors Undisclosed Investors

Access Stock Price

Private companies exploring an IPO

					Last Funding Round
Company		Forge Price	Forge Price Change ⁵	Last Closed Trade	Share Class	Post-Money Valuation	Price per Share	Amount Raised
	Anduril	$42.52	+42.78%	$xx.xx	Series G	$28B	$xx.xx	$2.58B
	Cerebras	$28.78	-0.14%	$xx.xx	Series F-1	$2.87B	$xx.xx	$420MM
	Discord	$239.72	+6.61%	$xx.xx	Series I	$15.2B	$xx.xx	$500MM
	Klarna	$37.31	+21.02%	$xx.xx	Unknown	--	--	--
	Kraken	$22.43	+0.4%	$xx.xx	Series B	$5.52B	$xx.xx	$52.5MM
	Figure	$5.76	+7.87%	$xx.xx	Series D	$3.33B	$xx.xx	$220MM
	Liquid Death	$9.00	-6.25%	$xx.xx	Series F-1	$1.4B	$xx.xx	$67.61MM
	Figma	$38.00	+0.03%	$xx.xx	Series E	$10B	$xx.xx	$200MM
	Circle	$30.00	+17.65%	$xx.xx	Series F	$8.05B	$xx.xx	$401MM
	Chime	$31.50	+0.8%	$xx.xx	Series G	$24.93B	$xx.xx	$1.1B

See Tech IPO Calendar

Forge, your trusted partner for pre-IPO insights and Vestmark data

Forge is the trusted platform for buying and selling pre-IPO shares. Investors and shareholders worldwide rely on our deep data insights, liquidity solutions, and tailored investment opportunities to navigate the private market. Register to get started.

First time buying private market stock?

New to selling your private company stock?

Updated on: Feb 13, 2025

PLEASE READ THESE IMPORTANT LEGAL NOTICES & DISCLOSURES

Forge Price™ is a custom data-point calculated and disseminated by Forge Data LLC (“Forge Data”) and is a mark of Forge Data. Forge Price may rely on a very limited number of inputs in its calculation. Forge Price is prepared and disseminated solely for informational purposes. Redistribution is permitted solely with Forge’s written consent. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of Forge Price, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of Forge Price. Forge Price is derived from secondary activity on the Forge platform and other private market trading platforms, and other publicly-available datapoints collected by Forge. Forge Price is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Neither reference to company names, nor calculation of Forge Price for a specific company, implies any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company. The dollar-figure and percentage displayed indicates the per share change in dollar amount and percentage since the most recent Forge Price change. Percentages are rounded to the nearest whole number.
The Last Closed Trade price displayed reflects the price at which the last trade in this company's security occurred on Forge, and can include secondary trades in any class of the company's security, or trades in units of funds holding the company's securities (the economics of which differ versus direct company ownership). The date displayed reflects the date on which the last trade in this company's security closed on Forge. This may be several weeks after the terms of the trade were agreed upon between the buyer and seller. In case of multiple trades closed on the same date, the price displayed is of either (i) the trade which terms were agreed upon most recently; or (ii) the trade with the higher notional value.
Post-Money Valuation represents the estimated valuation based on company-submitted Certificates of Incorporations (COIs).
Last Known Valuation represents a valuation gathered from non-COI, publicly available sources including company press releases or multiple concurring news articles.
The dollar-figure and percentage displayed indicates the per share change in dollar amount and percentage since the most recent Forge Price change. Percentages are rounded to the nearest whole number.

‘Stock Price’ or other private company metrics (‘PC Data’) may rely on a very limited number of trade and/or IOI inputs in their calculation. PC Data is prepared and disseminated solely for informational purposes. While Forge has obtained information from sources it believes to be reliable, Forge does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives. Forge does not guarantee the accuracy, completeness, timeliness, or availability of PC Data, and are not responsible for any errors or omissions, regardless of the cause, or any results obtained from the use of PC Data. PC Data is derived from the performance and pricing of secondary activity on the Forge platform and other private market trading platforms. PC Data is not intended to, and does not necessarily, represent the market price of any securities (I.e., the price at which you could buy or sell such securities). Reference to company names does not imply any affiliation between Forge and that company, any endorsement or sponsorship by Forge of any company or vice versa, or any partnership, joint venture or other commercial relationship between Forge and any company. Rights with respect to any company marks referred to herein are owned by the company.

The news articles displayed on this page may be curated using artificial intelligence (AI) technology, which selects relevant content from a list of trusted web sources. While we strive for accuracy and reliability, the inclusion of an article does not imply endorsement or verification of its content. This communication is for informational purposes only. Investors should conduct their own research and consult a financial professional before making investment decisions.

Investing in private company securities is not suitable for all investors, is highly speculative, is high risk, and investors should be prepared to withstand a total loss of their investment. Private company securities are highly illiquid and there is no guarantee that a market will develop for such securities. Each investment carries its own risks, and investors should conduct their own due diligence regarding the investment, including obtaining independent professional advice. Past performance is not indicative of future results. This is not a recommendation, offer, solicitation of an offer, or advice to buy or sell securities by Forge, nor an offer of brokerage services in any jurisdiction where Forge is not permitted to offer brokerage services. Brokerage products and services are offered by Forge Securities LLC, a registered broker-dealer and member FINRA/SIPC. Please see other important disclaimers, disclosures and restrictions you acknowledge by using this website and to which you are subject.

Vestmark IPO