Vestmark is a wealth technology company that provides solutions for portfolio management, tax-aware investing, and advisor enablement. Its platform powers over $2 trillion in assets across millions of investor accounts for clients in the wealth management industry. The company's technical work involves areas such as direct indexing algorithms and scalable Java microservices.
The company is based in Wakefield and Cambridge. Vestmark describes its operating culture as remote-friendly with collaboration hubs. The firm's stated core values are 'We Before Me,' 'Positive Energy,' 'Knowledge Explorer,' and 'Own It.'
