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About Us

Vision

Vestmark's vision is to create a world-class technology platform and service offering that enables the development, distribution and management of innovative investment solutions for individual and institutional investors. This overall vision amounts to supporting institutional-caliber investment management with the scale, efficiency and connectivity required to support individual, retail investors.

Mission


Our mission is to
  • Develop the most innovative technology platform for the institutional, managed accounts and wealth management industries
  • Partner with leading firms in achieving measurable efficiencies with modern, standards-based technology
  • Develop the most efficient and scalable service network in the industry
  • Provide a consistently positive service experience to our customers and partners
  • Attract and retain the brightest minds in the industry
"Vestmark attracts top talent thanks to its commitment to customer success, an experienced management team, innovative solutions, and a great culture."

John Lunny, CEO
Vestmark




"Vestmark has proven to be one of the fast-growth success stories in New England and we applaud their dedication to making their vision a reality."

- Steve DiPietro, Partner and chair of the New England Technology Fast 50 Program
Deloitte & Touche LLP
 
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