Vestigo Ventures Portfolio Company, Vestmark, Named to Boston Business Journal’s Best Places to Work 2017

The Boston Business Journal recognized the SaaS provider of Unified Wealth Management® solutions for cultivating an exceptional work environment

BOSTON – May 4, 2017 – Vestigo Ventures is pleased to announce that Vestmark, a leading company in its investment portfolio, was named to the Boston Business Journal’s 2017 Best Place to Work program 2017. Vestmark was one of fewer than 20 mid-size Greater Boston companies (100-249 employees) to receive this recognition.

“We are delighted to partner with a company that is on the forefront of financial technology innovation in and also distinguished for creating a dynamic, stimulating workplace for employees to grow their careers,” said Mark Casady, General Partner at Vestigo Ventures.

Receiving the Boston Business Journal’s Best Places to Work award is the latest in a string of awards the company has received in the last twelve months. Vestmark has been widely recognized by numerous industry publications for its continuous leadership role in advancing the state of technology for financial institutions and advisors. Their flagship solution, VestmarkONE®, is a wealth management platform designed to enable wealth management firms to deliver holistic advice across all of the accounts they manage with tools that automate the investment management process.

“At Vestmark we are innovators and technologists with a mission of enabling investors to better their financial well-being by developing and delivering innovative wealth management software and services to advisors and financial institutions. With Vestmark technology, our clients can reach more investors efficiently while improving the advice they offer,” said Rob Klapprodt, President of Vestmark.

“Vestmark illustrates the potential for Fintech companies to use data analytics to provide transformative efficiencies to incumbent enterprises around not only relationship management but also areas such as transaction processing and compliance,” according to Vestigo’s Casady.

Vestmark will be recognized along with the Boston Business Journal’s other Best Place to Work honorees the evening of June 22d at Boston Symphony Hall.

About Vestigo Ventures

Vestigo Ventures, founded by Dave Blundin, Mark Casady and Ian Sheridan, is an early-stage venture capital firm headquartered in Cambridge, Massachusetts. It leverages proprietary big data capabilities to invest in technology companies focused on financial services. Equally important, Vestigo leverages its deep financial industry expertise and powerful network of advisors to support the success of portfolio companies. Since Vestigo’s launch in the first quarter of 2016, three investments have been completed:

  • Vestmark: Software as a Service-based provider of comprehensive unified wealth
    management solutions for financial advisors and institutions
  • Netcapital: A private securities platform that brings together entrepreneurs and investors
  • Life Yield: SaaS after-tax return optimizer that allows financial advisors to employ multiaccount, tax smart investment management on behalf of their clients

Learn more at
Contact: Vestigo Ventures Managing Director, Ian Sheridan
One Kendall Square, Bldg. 200, Ste. B2106 Cambridge, MA 02139 781-378-2250