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Vestmark Opens New Office Near Boston’s South Station

Wakefield, MA – October 28, 2014 – Vestmark, a leading innovator of advisory solutions and wealth management technology, has announced it has opened a new office near South Station in downtown Boston. The new office will allow the company to expand operations and attract talent from the robust engineering base in Boston.

Vestmark provides a Unified Wealth Management platform called VestmarkONE, a comprehensive web-based portfolio management, trading, performance measurement, client reporting and sleeve-lot accounting platform. Over one million accounts and $300 billion in assets are managed on VestmarkONE by broker-dealers, investment managers, bank trusts, RIAs, and other financial firms.

“We’re thrilled to open this new space to attract Boston’s blooming community of programmers and developers,” said John Lunny, CEO of Vestmark. “Over the past decade, Vestmark has experienced significant growth and continuous demand in the wealth management industry for our SaaS solutions. Expanding into downtown Boston signifies our ongoing commitment to increase developmental capabilities to meet the needs of our clients, and our interest in making employment opportunities at Vestmark easily accessible to more technologists in Boston.”

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About Vestmark

Headquartered in Wakefield, Mass. and founded in 2001, Vestmark is a leading provider of portfolio management solutions and outsourced services for financial institutions and their advisors, enabling them to efficiently manage customized client portfolios through an innovative technology platform. Supporting over $1.5 trillion in assets and 5.5 million accounts, Vestmark is a partner to some of the largest and most respected wealth management firms. For more information about Vestmark’s solutions, call (781) 224-3640 or visit www.vestmark.com.

Media Contact

Elizabeth Shim
Haven Tower
(424) 317-4861
eshim@haventower.com

Corp. Headquarters
100 Quannapowitt Pkwy
Suite 205
Wakefield, MA 01880
Vestmark Labs
One Kendall Square
Building 200
Cambridge, MA 02139
VestmarkONE Careers Company
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781-224-3640

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Vestmark Advisory Solutions, Inc. (“VAS”), a wholly-owned subsidiary of Vestmark, Inc., is an investment advisor registered with the U.S. Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA. Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.