A Provider of Unified Managed Accounts Technology

Recently Released!!!
Date Published: December 23, 2015
Summary Power Point Deck: 17 Slides
ReferencePower Point Deck: 63 Slides

Vestmark was founded by Dave Blundin & Chuck Johnson in 2001. It is based in Wakefield, MA, has two offices, 1.5 million accounts and $400 billion assets under administration, generates $18 million revenues, and is led by its Chairman David Blundin, CEO John Lunny, & President Rob Klapprodt. Vestmark's web site can be found at

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 its number of offices, employees, institutional clients, accounts, net new accounts, assets under administration, net new assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core services, including:
  • Vestmark One (Unified Wealth Management Platform)
  • Implementation Serices
  • Support Services
  • Education Services
And its profile concludes with the highlights of its organizational structure & ownership.

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