Vestmark - M&A Summary and Business Overview

SoftwareCompany

Vestmark M&A Summary

Vestmark has acquired 1 company. It has also divested 1 asset.

Vestmark has acquired in 1 US state. The Company’s most targeted sectors include software (100%).

Vestmark Business Overview

Where is Vestmark headquartered?

Vestmark is headquartered in Wakefield, Massachusetts.

What sector is Vestmark in?

Vestmark is a software company.

When was Vestmark founded?

Vestmark was founded in 2001.

M&A Summary

  • M&A Total Activity2
    • M&A Buy Activity1
    • M&A Sell Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 1

Vestmark

Vestmark, Inc.

100 Quannapowitt Parkway,
Wakefield, Massachusetts 01880
United States,
(781) 224-3640
www.vestmark.com

Vestmark is a provider of portfolio management and trading solutions for financial advisors and institutions, enabling them to efficiently manage and trade their clients’ portfolios through an innovative SaaS platform. With over $1 trillion in assets and 3.4 million accounts, Vestmark is a trusted partner to many of the largest and most respected firms in wealth management. Vestmark was founded in 2001 and is based in Wakefield, Massachusetts.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.2/yr) # - - - 1 - - 1
  2

Most Recent M&A

Company Date Value Type
Adhesion Wealth Advisor Solutions, Inc. 2022-06-13 - Divestiture
Wakefield, Massachusetts · www.adhesionwealth.com
Adhesion Wealth Advisor Solutions, Inc. 2018-10-16 - Add-on Acquisition
Wakefield, Massachusetts · www.adhesionwealth.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Software 1 (100%) - 1 (100%) -
Total 1 - 1 -

By Geo

State/Country Buy Value Sell Value
United States 1 - 1 -
  Massachusetts 1 - 1 -
Total 1 - 1 -

Top M&A Advisors

Financial Deals
Echelon Partners
 1

M&A Connections

Deals
Divested to
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Software

Established

2001

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