July 20, 2019 5:41 AM ET

Software

Company Overview of Vestmark, Inc.

Company Overview

Vestmark, Inc. develops and markets wealth management technology solutions for individual and institutional investors. It offers VestmarkONE, a real-time technology platform that enables broker dealers, investment managers, RIAs, bank trusts, and other financial firms to deliver wealth management and a range of advisory solutions. The company also offers VestmarkONE Advisor, a solution that empowers financial advisors to manage fee-based advisory accounts and monitor their book of business in real-time; managed, implementation, support, and education services; and business process outsourcing services, such as middle and back-office administrative and operational services. Its custodial and ...

100 Quannapowitt Parkway

Suite 205

Wakefield, MA 01880

United States

Founded in 2001

Phone:

781-224-3640

Fax:

781-224-3641

Key Executives for Vestmark, Inc.

Chief Executive Officer and President of Vestmark Solutions
Age: 53
President & Corporate Strategy Officer
Founder and Chief Information Officer
Chief Financial Officer
Chief Technology Officer and Chief Architect
Compensation as of Fiscal Year 2019.

Vestmark, Inc. Key Developments

Vestmark, Inc. Presents at Pershing INSITE, Jun-13-2019 04:20 PM

Vestmark, Inc. Presents at Pershing INSITE, Jun-13-2019 04:20 PM. Venue: Phoenix Convention Center, Pheonix, Arizona, United States. Speakers: Nichlaus Thacker, Senior Vice President of Business Developmen.

Vestmark Appoints Starla C. Hendricks as Sales Professional in the Financial Services Industry

Vestmark announced that Starla C. Hendricks, who has more than 20 years of experience as a sales professional in the financial services industry, has joined Vestmark as Senior Vice President of Business Development. In her new role, she will be responsible for leading business development initiatives across Vestmark's organization to help teams and customers achieve their goals while supporting the company's continued scalable growth. Prior to joining Vestmark, she served as Vice President of Business Development for Thomson Reuters Financial & Risk's wealth management division, where she utilized a consultative approach to assist existing and prospective clients with meeting their business objectives.

Vestmark Appoints Nick Thurlow as Chief People Officer

Vestmark announced that Nick Thurlow has joined the company as Chief People Officer. He is responsible for human resources strategy and services, and will lead all talent management, employee engagement, total rewards, and organizational development programs. Prior to joining Vestmark, Mr. Thurlow worked for five years as Vice President of Human Resources and Public Affairs at InterGen Services, Inc., where he oversaw leadership and organizational development, talent management, employee engagement, workforce planning, HR information systems, total rewards, and internal and external communications.

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Recent Private Companies Transactions

Type
Date
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Merger/Acquisition
October 16, 2018
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