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.
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
|
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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
|
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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
|
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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
|