Vestmark Celebrates 20th Anniversary Milestone

WAKEFIELD, Mass.–Jan. 29, 2021–Vestmark, Inc., a leading provider of portfolio management tools and trading software, is celebrating its 20^th anniversary this month.

From the company’s founding in 2001, Vestmark has upheld a corporate mission to help financial advisors enable investors to achieve their financial goals by delivering technology and services that allow advisors and financial institutions to better deliver holistic, sophisticated and personalized financial advice.

Two decades in, what was once a small operation has grown to a team of more than 400 employees who work out of the company’s five office locations in Wakefield, Mass., Boston, Mass., Jersey City, N.J., Chicago, Ill. and Charlotte, N.C. The VestmarkONE^® platform hosts more than $1.4 trillion in assets across nearly 5 million accounts and processes over one billion trades annually, proudly servicing 6 out of 10 of the industry’s largest managed account platform providers.

“The growth and success we have achieved since 2001 is well worth celebrating,” said John Lunny, Vestmark CEO. “Over the past 20 years, we have undergone five acquisitions and won more industry awards than I can count, but the awards that gratify me most are the ones which celebrate Vestmark as a great place to work. I am incredibly proud of the community we have built and the top-tier services we provide. I also want to recognize our valued clients, who have, from the beginning, been at the center of all we do. Without their partnership and their successes, we would not be celebrating this milestone.”

Vestmark’s guiding principle has always been to help democratize the investment industry. Since its inception, the company has brought sophisticated financial advice to millions of families and individuals and improved the workflow process for their advisors. Over the next few years, Vestmark plans to continue providing clients with innovative new solutions that help them to prepare for and participate in the future of wealth management.

“We’re just getting started,” said Mr. Lunny. “The future starts now.”

About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

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Elizabeth Shim
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