Vestmark
Vestmark is a financial technology company that provides portfolio management, trading, and unified managed account (UMA) platforms to wealth management firms, broker-dealers, RIAs, and asset managers. Its software and services support proposal generation, model management, trading, rebalancing, and performance reporting to help firms deliver personalized, tax-aware investment solutions at scale. Vestmark generates revenue through software licensing, platform fees, and related implementation and managed services.
- Wealth & Investment Software
- Revenue
- $120.0M
- Employees
- 450
- Founded
- 2001
- Headquarters
- Needham, United States of America
What 6 Arbolus experts think of Vestmark
NPS scores reflect a majority positive sentiment with 67% of scores at 8 or 9, and only one notable detractor (NPS 5). Renewal intent is generally strong among Users, with Influencers showing less certainty and more offboarding or non-renewal. Stickiness is high among customers with more than 1 year of implementation—3 out of 6 experts—while pilot and offboarding stages indicate nuanced adoption. Key sentiment themes include high satisfaction in entrenched clients and risk of non-renewal in certain influencer-driven accounts.Overall Customer Sentiment: Positive
Who reviewed Vestmark
- C-Suite 67% (4)
- Director 17% (1)
- Manager 17% (1)
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Sentiment
33 Net Promoter Score, from 6 scored reviews- Promoters 3
- Passives 2
- Detractors 1
Cumulative NPS by month
+0 over 5 months- May 8
- Oct 6
- Sep 7
- May 8
- Jul 8
Net Promoter Score across 1 reviews, accumulated up to each month. Category median 33 across 1 companies.
Written answers and themes publish with the full report.
Renewal intent
Plan to renew 25%Plan to renew, by seniority
- 25% 4 answers
- 9/10 Average score from customers who will renew
- 9/10 Average score from undecided customers
- 6.5/10 Average score from customers not renewing
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