Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment advisory solutions since 2001. Vestmark is shaping the future of the advisory solutions industry with the most innovative technologies to support the industry's growth. Vestmark also provides an exciting and rewarding work environment. With a Software as a Service (SaaS) deployment approach, Vestmark's customers currently manage over 1 million accounts representing over $250 billion in assets under management.

Software Engineering

Product

Sales & Business Development

Operations

Customer Service

Charlotte, NC, USA

Jersey City, NJ, USA

North America

Wakefield, MA, USA

Boston, MA, USA

Chicago, IL, USA

West Street / River Street, Boston, MA, USA

Vestmark

Financial technology

Summit partners is a global alternative investment firm with capital dedicated to growth equity, fixed income, and public equity opportunities. The summit partners’ strategy is grounded in a foundational believe that profitable growth is the most reliable path to building a durable business and creating long-term value. For four decades, the summit team has focused on partnering with and powering the growth of great people and great companies. Summit invests across growth sectors of the economy and has invested in more than 550 companies in technology, healthcare, and other growth industries including financial services, consumer, business services and industrial technology. These companies have completed more than 175 public equity offerings, and more than 250 have been acquired through strategic mergers and sales. Summit maintains offices in north america and europe and invests in companies around the world.

Summit Partners, L.P

Summit Partners

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