Company profile: Vestmark
1.1 - Company Overview
Company description
- Provider of investment management technology and services: VestmarkONE for personalized investing at scale; Vestmark Manager Marketplace access to SMA managers, index strategies, fund/ETF strategists; Model Trading Service covering model implementation, management, trading, rebalancing, account administration; Back Office Outsourcing for reconciliation, corporate actions, performance reporting; VAST for personalization and tax-managed portfolios.
Products and services
- VestmarkONE: A scalable platform that architects personalized investing at scale, supporting various investment programs and enabling customized investor products tailored to specific goals and preferences
- Vestmark VAST: A tax-managed, enhanced suite that develops personalization capabilities and services for investment management, aligning portfolios with clients’ goals via personalized tax management
- Vestmark Manager Marketplace (VMM): An SMA-centric marketplace that supplies access to a wide range of SMA managers, index-based strategies, and fund and ETF strategists
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Vestmark
Ascensus
HQ: United States
Website
- Description: Provider of retirement plan solutions, including administration and compliance for defined contribution and other plan types; administration of state-run retirement programs, IRAs, and HSAs; training on IRA/HSA rules; and technology-enabled outsourcing and full operations/distribution management for asset managers, banks, insurers, distributors, and state governments.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Stash
HQ: United States
Website
- Description: Provider of a personal finance application that combines banking, investing, and advice in one platform, offering personal investment, retirement, and custodial accounts for minors, and enabling the purchase of fractional shares of stocks, bonds, and funds with no add-on trading commissions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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DealHub
HQ: United Kingdom
Website
- Description: Provider of low-latency, high-throughput financial market software covering the full trading lifecycle, from liquidity sourcing, price distribution and ecommerce workflows to STP, trade monitoring and processing, regulatory reporting and compliance archiving, supporting front, middle and back office. Solutions include margin management, trade lifecycle processing, portfolio compression and reconciliation, and counterparty and basis risk optimisation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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RazorPlan
HQ: Canada
Website
- Description: Provider of tools and resources for Canadian advisors to effectively analyze a client's situation, including RazorPlan software developed in an active planning environment with real clients to create usable, real-life applicable software, with aspects added or removed based on their viability in actual planning engagements.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full RazorPlan company profile →
PFA Solutions
HQ: United States
Website
- Description: Provider of financial services technology for private equity and alternative assets, including FirmView platforms for carried interest and compensation management; performance management with investor, fund, and investment metrics; and CPR tools to streamline year-end and mid-year salary and bonus awards with custom calculations, workflow-based approvals, and department-specific compensation pools.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full PFA Solutions company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Vestmark
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Vestmark
2.2 - Growth funds investing in similar companies to Vestmark
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4 - Top valuation comps for Vestmark
4.2 - Public trading comparable groups for Vestmark
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