Vestmark:
Unified Managed Account Technology

Recently Released!!!
Date Published: February 2012
Comprehensive Power Point Deck: 24 Slides
Summary Power Point Deck: 17 Slides

Vestmark was founded in 2001. It is based in Wakefield, MA, has 1.0 million accounts and $200 billion assets under administration, generates $18 million revenues, and is led by its Chairman David Blundin & CEO John Lunny. Vestmark's web sites can be found at www.vestmark.com & www.lifeharbor.com

Vestmark's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Acquisitions Phase
  • Awards Phase
  • Business Expansion Phase
Its profile includes the key statistics of the firm, including employees, institutional clients, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
  • Managed Services
  • Implementation Serices
  • Support Services
  • Education Services
And its profile concludes with the highlights of its organizational structure & ownership.

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