Vestmark Stock

vestmark.comFinTech / Capital MarketsFounded: 2001Funding to Date: $68.29MM

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.

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Vestmark Stock Price

Forge Price 1
Price not yet available
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

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

Leadership & Board

Leadership

John Lunny
Chief Executive Officer, President & Board Member
Dennis Sheckler
Chief Technologist, Investment Systems
Nick Thurlow
Chief People Officer
Rob Klapprodt
Corporate Strategy Officer
Charles Johnson
Co-Founder, Chief Information Officer and Board Member
Steve Camp
Senior Vice President, Business Process Outsourcing
Mark Donohue
Chief Financial Officer
Heeren Pathak
Chief Technology Officer
Lonnie MacDonald
Chief Marketing Officer
Christine Bodoin
Chief Administrative Officer

Board

John Lunny
Vestmark
John Shields
Vestmark
Sanju Bansal
John Giordano
Vestmark
David Blundin
Vestigo Ventures

Vestmark stock FAQs

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Can you buy Vestmark stock?

As Vestmark is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private companies like Vestmark, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not accredited, find out how to begin the process and qualify for new investment opportunities.
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How to buy Vestmark stock?

To invest in a private company like Vestmark through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)

  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell Vestmark stock?

Yes, you may sell the Vestmark stock you currently own. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company’s interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell Vestmark stock?

If you hold private company shares of Vestmark – whether as an employee or an early investor – Forge can help you sell them.

  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your Vestmark on our platform.
  3. Work with your dedicated Private Market Specialist who’ll help guide you through every step of the transaction.
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Is Vestmark a public company?

No, Vestmark is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is Vestmark’s stock price?

Vestmark is a privately held company and therefore does not have a public stock price. However, you may access Vestmark private market stock price with Forge Data.
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What is Vestmark’s stock ticker symbol?

Vestmark does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Vestmark News and Media Highlights

Vestmark launches VAST™, enabling personalized investing and tax management at scale

Vestmark, a provider of wealth management software and services, has launched VAST, an outsourced portfolio management service. VAST allows advisors to tailor portfolios to each client's unique investment preferences and tax circumstances, and offers active tax overlay across the entire portfolio. It also includes a tax transition proposal component, allowing for the tax efficient transition of money in motion.
Browse Insights
Updated on: Dec 25, 2024

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