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Vestmark Snapshot

3.8
based on 132 ratings

74% would recommend to a friend

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Karl Roessner

72% approve of CEO

Mission Our mission is to simplify and shape a personalized investor experience through innovative technology and services.
Description Headquartered outside of Boston, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management/trading solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage and trade customized client portfolios through an innovative SaaS platform. Supporting over $1.5 trillion in assets and more than 5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms.

Our team of over 400 employees is made up of highly skilled software engineers, implementation specialists, business strategists, and visionaries who maintain an eye toward the future of financial technology.

Our thriving work culture promotes individual growth, team collaboration, and employee wellness. This environment keeps client satisfaction high and employee turn-over low. We offer a wide range of employee resources, social activities, and opportunities for employee development to help you build a fulfilling career.

Life at Vestmark

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