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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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Report
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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Report
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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Technologies
Tech DNA
SQL
Python
MS SQL
AWS
LLM
Claude
AI/ML
SQL
Python
AWS
LLM
Prompt Engineering
AI Agents
Bitbucket
Docker
Dynatrace
Jenkins
GitHub
Claude
Claude Code
MS SQL
Other
Jira
Confluence
Smartsheet
Rest API
Locust
Postman
Stack modernity
82/100
How modern this stack is, based on technology relevance, AI adoption and the share of legacy tools.
In-demand technologies
SQL
2 jobs
Required
Confluence
2 jobs
Required
Jira
2 jobs
Required
Prompt Engineering
1 job
Required
AI Agents
1 job
Required
AWS
1 job
Required
LLM
1 job
Required
Python
1 job
Required
Salary medians are calculated from this company's open jobs and compared with the market.
Industry adoption
Python
23%
SQL
21%
AWS
18%
Docker
14%
AI Agents
13%
LLM
13%
Share of companies in the same industry that use each technology.
Stack changes
GitHub
Aug 2026
AI Agents
Aug 2026
Smartsheet
Aug 2026
Confluence
Aug 2026
SQL
Aug 2026
Rest API
Aug 2026
Python
Aug 2026
Postman
Aug 2026
Technologies recently added to or removed from this company's stack - a signal of tech migrations and new initiatives.
Growth
Hiring Momentum
56/100
Growing
Open positions
4
0 opened / 1 closed in 30 days
Median time-to-fill
35 days
faster than 40% of the market
ATS activity
Every ~10 hours
Today
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.
Product
40% ▲
Backend
20% ▼
QA
20% ▼
Analytics
20% ▲
Activity Timeline
Added GitHub to stack
Aug 2026
Added AI Agents to stack
Aug 2026
Added Smartsheet to stack
Aug 2026
Added Confluence to stack
Aug 2026
Added SQL to stack
Aug 2026
Added Rest API to stack
Aug 2026
Added Python to stack
Aug 2026
Added Postman to stack
Aug 2026
Added MS SQL to stack
Aug 2026
Added Locust to stack
Aug 2026
Added Jira to stack
Aug 2026
Added Jenkins to stack
Aug 2026
Jobs
≈ $61k – $157k per year (Estimated) • Remote/Hybrid • 2+ years exp • Bachelor's Degree • Boston
SQL
Confluence
Jira
Apply
≈ $161k – $299k per year (Estimated) • Remote • 10+ years exp • Bachelor's Degree
Apply
≈ $62k – $152k per year (Estimated) • Remote/Hybrid • 3+ years exp • Bachelor's Degree
Python
SQL
Confluence
Jira
Smartsheet
Apply
≈ $50k – $176k per year (Estimated) • Remote/Hybrid • Internship • 2+ years exp • Bachelor's Degree • Boston
LLM
Prompt Engineering
AI Agents
DevOps
AWS
Apply

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