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VESTMARK INC competitors & alternatives
The 12 closest competitors and alternatives to VESTMARK INC among fintech companies — ranked by similarity to what VESTMARK INC actually does, not by market-cap band.
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About VESTMARK INC
Vestmark, Inc. is headquartered in Wakefield, Massachusetts, offering wealthtech solutions and services alongside its wholly-owned investment advisor subsidiary, Vestmark Advisory Solutions.
VESTMARK INC at a glance
VESTMARK INC is a fintech company headquartered in United States. It has raised at least $41.9M across the 3 funding rounds on record. Its most recent funding round raised $11.7M in September 2017. Xcout tracks 1 named person at VESTMARK INC, including Karl Roessner (Chief Executive Officer). Xcout recorded 24 job postings from VESTMARK INC in the last 90 days.
VESTMARK INC leadership
- Karl RoessnerChief Executive Officer
VESTMARK INC funding rounds
At least $41.9M raised across the 3 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $11.7M | — | |
| Growth | $30M | 1 named | |
| SEC Form D filing | $268,000 | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Hiring at VESTMARK INC
Xcout recorded 24 job postings from VESTMARK INC in the last 90 days, from a hiring record Xcout has kept since July 2026.
The weekly hiring trend, the roles and locations behind it — see VESTMARK INC's hiring signals →
Recent VESTMARK INC news
- AcquisitionEnvestnet to acquire portfolio management tech provider Vestmark - FinTech Futures
- AcquisitionEnvestnet To Acquire Vestmark, Adding Platform Supporting More Than $2 Trillion In Assets - Pulse 2.0
- AcquisitionEnvestnet Strikes Deal to Acquire Vestmark - connectmoney.com
- AcquisitionEnvestnet Acquires Vestmark - planadviser
5 corporate events on record, with sources — see the full timeline →
Top 12 VESTMARK INC competitors
Ranked by semantic similarity — how close each company is to VESTMARK INC by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar fintech company
Advisor360° is a WealthTech leader that delivers an autonomous financial platform for advisors at RIAs, independent broker-dealers, and insurance broker-dealers, headquartered in Needham, Massachusetts.
Similar fintech company
Orion Advisor Solutions is an American financial technology and investment services company headquartered in Omaha, Nebraska. Founded in 1999, it offers portfolio management software and investment solutions for financial advisors, broker-dealers, and other financial institutions.
Financial Technology / WealthTech
Envestnet Tamarac provides a comprehensive wealth management technology platform including trading, reporting, billing, and CRM tools for registered investment advisors (RIAs).
Similar fintech company
OneVest is a Canadian fintech that provides a modular wealth-management technology platform for financial institutions and wealth-management firms. Its software supports functions such as client onboarding, portfolio management, financial planning, and advisor workflows.
Similar fintech company
InvestCloud, Inc. is a financial services company headquartered in West Hollywood, California. It provides an AI-driven digital wealth platform supporting wealth management offerings across front, middle, and back offices.
Similar fintech company
FINTRX is a financial services and intelligence platform headquartered in Boston, Massachusetts, that provides data and AI tools to help distribution teams identify and engage with registered investment advisors and family offices.
Similar fintech company
Vestwell provides a digital savings and investment platform that enables businesses, financial advisors, and partners to offer workplace benefit programs. The platform supports various retirement plans, education savings accounts, emergency funds, and other financial benefits for employers, employees, and individual savers.
Similar fintech company
WealthKernel is a financial services company headquartered in London, United Kingdom, providing digital investment and wealth management infrastructure.
Similar fintech company
BodesWell is a financial technology company headquartered in Boston, Massachusetts, providing digital tools and planning solutions with a small dedicated team.
Similar fintech company
Infovisa, Inc. is a financial services technology firm headquartered in Cornelius, North Carolina. The company provides specialized trust and wealth management software solutions, supporting operations through dedicated subsidiaries like Infovisa Wealth Services.
Similar fintech company
Apex Fintech Solutions is a financial services company headquartered in Dallas, Texas, providing modern wealth tech solutions for digital investing.
Similar fintech company
WealthReach, Inc. is a software development company headquartered on Long Island, USA. It provides a growth platform designed to help financial advisors convert latent interest into new client relationships.
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