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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Management Team

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 Members

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

Vestmark’s stock FAQs


Can you buy Vestmark’s stock?

Vestmark is not publicly traded on NYSE or NASDAQ in the U.S. To buy Vestmark’s stock you need to be an accredited investor. Learn more about how to invest in the private market or register today to get started.

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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’s private market stock price with Forge Data.

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Vestmark does not have an official ticker symbol because this company is not currently publicly traded.

Can institutional investors buy and sell private market stocks?

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News 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.
Updated on: Jun 22, 2024


Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.