Vestmark is a leading provider of wealth management solutions and services which enables financial advisors and institutions to efficiently manage and trade their clients'​ portfolios using an innovative SaaS ecosystem. 

Software

Vestmark, Inc.

Vestmark, Inc.'s headquarters in Wakefield, MA, United States

Karl Roessner

Corey Fiedler

Michael Blundin

Nick Thurlow

Freedom Dumlao

Rob Klapprodt

Ananya Balaram

Steve Gottschalk

Dan Ferguson

Conor Daly

This department focuses on creating and maintaining software applications, ensuring quality and customer support.

Software Development

The Engineering and Technical Operations team at Vestmark, Inc. is responsible for the development, maintenance, and optimization of the company’s wealth management SaaS solutions. This multifaceted team, comprising software engineers, system administrators, and operational managers, ensures the reliability and performance of the platform, while also collaborating with customer-facing teams to deliver tailored solutions and support to clients. Their efforts drive innovation and enhance user experience, ultimately supporting financial advisors in efficiently managing and trading client portfolios.

Engineering and Technical Operations

This department focuses on analyzing operational processes and data to improve efficiency and effectiveness.

Operations Analysis

The Sales and Business Development team at Vestmark, Inc. plays a crucial role in driving the company's growth by identifying new market opportunities and building strategic partnerships. They work collaboratively to enhance client relationships, deliver tailored wealth management solutions, and ensure successful implementation of services, all while supporting the overall sales strategy to maximize revenue.

Sales and Business Development

The Leadership Team at Vestmark, Inc. is responsible for setting the strategic direction of the company, ensuring operational efficiency, and driving growth in the wealth management sector. Comprising executives from various functional areas such as finance, client operations, and engineering, this team collaborates to align business objectives with innovative solutions, enhance client delivery, and foster a high-performing organizational culture.

Leadership Team

The Customer Support and Service team at Vestmark, Inc. is dedicated to ensuring a seamless experience for financial advisors and institutions using the company's wealth management solutions. This team manages client implementations, provides technical support, and oversees operations to resolve any issues efficiently, enhancing client satisfaction and ensuring the effective utilization of Vestmark's SaaS ecosystem. Their collaborative efforts contribute to the successful deployment and ongoing maintenance of wealth management services, ultimately supporting client success and retention.

Vestmark, Inc.

Org chart

Teams

Software Development

Engineering and Technical Operations

Operations Analysis

Sales and Business Development

Leadership Team

Customer Support and Service

Offices

Vestmark, Inc.

Org chart

Teams

Software Development

Engineering and Technical Operations

Operations Analysis

Sales and Business Development

Leadership Team

Customer Support and Service

Offices

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