Vestmark
vestmark.com
Actively hiring
Financial Software & Embedded Finance
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Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials
Visa sponsorship
- United States · H-1B filings in 12 months: 7 · green card filings: 1
Overview
Vestmark is a company that provides innovative SaaS solutions for wealth management. Its flagship platform, Vestmark ONE, offers a unified managed account (UMA) solution that simplifies portfolio construction and management. The platform is designed for broker-dealers, asset managers, banks, and registered investment advisors (RIAs), enabling them to deliver customized investment solutions at scale.
News
Vestmark's RIA arm hits $50B in assets under management
The Massachusetts-based wealth tech firm announced the quick AUM milestone just as it leans harder into AI with a recently appointed leader.
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Vestmark Introduces Pulse, Industry's First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution
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Freedom Dumlao Named Chief AI Officer at Vestmark
Freedom Dumlao to lead AI strategy at Vestmark, driving innovation in portfolio management, trading, and compliance for financial advisors
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Vestmark Announces Strategic Agreement to Deliver Open-Architecture Custom Model Portfolios
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Vestmark, BlackRock unite to enhance custom model portfolios for RIAs
Commercial partnership announced, drawing on complementary expertise.
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Vestmark Launches Index SMA Strategies in First Step Towards Direct Indexing
Portfolio management and trading platform Vestmark recently announced that it has launched six separately managed account investment strategies, the firm's first asset management offering. The strategies, called "Focused Index Portfolios," follow S&P Dow
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Vestmark credits a 'tip-off' and an unlikely rocket propellant -- advertising spend -- for Adhesion's 68% asset jump in first-year under its wing
When the Wakefield, Mass., TAMP bought Adhesion in 2018, its execs cited its 'be-like-Envestnet' mindset for growing RIA marketshare
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Vestmark the recipient of $30 million from Summit Partners - The Boston Globe
Vestmark, a Wakefield company that makes wealth-management software for financial institutions, has secured a $30 million investment from Summit Partners.
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Vestmark, A Giant Of The Broker-Dealer Tech World Takes Aim At Advent
By Heather Underwood Vestmark, which provides the technology behind big name companies likeLPLFinancial andUBS, is taking its time-tested platform directly to RIAs. Approaching its 10-year anniversary, the broker-dealer tech giant is gearing up to join th
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2026 MMI Annual Conference Money Management Institute
The industry's leading event for investment advisory professionals.
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Tech stack
Technologies named in job postings at Vestmark over the last 12 months, by layer, with the share of postings for each.
Technologies in use
42
Postings analysed
14
Stack modernity
83/100AI adopter
Languages
SQL57%
Python29%
Java21%
C#7%
Frameworks & libraries
Spring Boot14%
Pytest7%
Ruby on Rails7%
Selenium7%
Databases
PostgreSQL21%
DynamoDB14%
MS SQL14%
MySQL14%
Cloud & platforms
Dynatrace29%
AWS21%
GitHub21%
Bitbucket14%
AI & ML
LLM29%
Claude7%
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Full Vestmark tech stack
42 technologies · by team · pay by technology · changes · similar stacks
Salary insights
Compensation ranges based on this company's open jobs
Median
$120k
Typical range
$70k – $250k
Open positions
3
3
Jobs
Junior
66.7%
Architect
33.3%
| Level | Jobs | Median | Typical range |
|---|---|---|---|
| Junior | 2 | $95k | $70k – $120k |
| Architect | 1 | $250k | $250k |
Highest paying role
VP, Product Management
$250k
Normalized to USD per year
People
John Lunny
Executive Officer, Director
Tiffany Freitas
Executive Officer
John Giordano
Director
Dave Blundin
Director
John Shields
Director
Sanju Bansal
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data
Growth
Hiring Momentum
82/100
Scaling fast
Open positions
6
2 opened / 5 closed in 30 days
Median time-to-fill
31 days
faster than 38% of the market
ATS activity
Every ~4 hours
10/16/2026
Hiring Dynamics
+100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Backend
25% ▲
Product
25% ▼
Operations
17% ▼
QA
8% ▼
Administrative
8% ▲
Analytics
8% ▼
Activity Timeline
New location: United States
Oct 2026
New location: Wakefield
Sep 2026
Added Windows to stack
Sep 2026
Added Scrum to stack
Sep 2026
Added Agile to stack
Sep 2026
Added Kanban to stack
Sep 2026
Added Spring Boot to stack
Sep 2026
Added Splunk to stack
Sep 2026
Added MySQL to stack
Sep 2026
Added DynamoDB to stack
Sep 2026
Added Microsoft Excel to stack
Sep 2026
Added Agentic Workflows to stack
Sep 2026
Offices
Where the company hires and what each office is for
Cities
3
Hiring now
2
Countries
1
Busiest office
Wakefield
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Headquarters
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Office with open vacancies
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Wakefield
United States
HQ
Wakefield, MA
2 open roles 4 posted in 90 days 50% engineering 10-50 est. staff $70k Avg Salary
hires for Backend, Operations
100 Quannapowitt Pkwy, Suite 205, Wakefield, Massachusetts, 01880, US
Boston
United States
Engineering / R&D
Boston, MA
3 open roles 4 posted in 90 days 67% engineering 50-200 est. staff $120k Avg Salary
hires for Backend, Product
Beverly
United States
Regional office
3 Broadway, Beverly, MA, 01915, US
Jobs
≈ $111k – $235k per year (Estimated) • In office • Boston
Python
SQL
C#
Agile
Scrum
Apply
≈ $117k – $214k per year (Estimated) • Hybrid • 7+ years exp • Bachelor's Degree • Wakefield
Java
SQL
Spring Boot
Databases
MySQL
PostgreSQL
DynamoDB
AI/ML
Prompt Engineering
AI Agents
LLM
DevOps
Splunk
Dynatrace
AWS
Apply
≈ $90k – $182k per year (Estimated) • Hybrid • 2+ years exp • Bachelor's Degree • Boston
Prompt Engineering
AI Agents
LLM
DevOps
AWS
Apply
$90k – $120k per year • Hybrid • 2+ years exp • Bachelor's Degree • Boston
SQL
Confluence
Jira
Agile
Apply
$200k – $250k per year • Remote (United States) • 10+ years exp • Bachelor's Degree • United States
Apply