Founded in 2001, Vestmark provides an integrated cloud-based technology platform - including modules for advisor trading, proposal generation, and client reporting - that allows advisors, broker dealers and asset managers to more efficiently deliver advice to their clients. Vestmark's client base is comprised of top tier financial institutions, and the platform currently services 1.5 million accounts with an aggregate of $500 billion in assets.
| Date | Amount | Type | Investors | Valuation |
|---|---|---|---|---|
| 04/13/16 | $30,000,000 | Minority Growth |
Summit Partners | undisclosed |
