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

Michael Blundin

Cathy Lazdowski

Rob Klapprodt

Steve Gottschalk

Freedom Dumlao

Corey Fiedler

Conor Daly

Dan Ferguson

Nick Thurlow

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

Software Development

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

Operations Analysis

This department focuses on developing and maintaining various system and user interface technologies.

Engineering Department

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 ensures that products meet quality standards through rigorous testing and validation processes.

Quality Assurance

This department manages the buying and selling of securities to optimize investment strategies.

Vestmark, Inc.

Org chart

Teams

Software Development

Operations Analysis

Engineering Department

Engineering and Technical Operations

Quality Assurance

Trading Department

Offices

Vestmark, Inc.

Org chart

Teams

Software Development

Operations Analysis

Engineering Department

Engineering and Technical Operations

Quality Assurance

Trading Department

Offices

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