Vestmark Culture | Comparably
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Vestmark Claimed Company
Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment read more
EMPLOYEE
PARTICIPANTS
15
TOTAL
RATINGS
172

Vestmark Company Culture

Vestmark Culture

This score is derived from employee ratings & reviews
3.4/5
Vestmark's Overall Culture is rated C+

Top Rated Culture Dimensions

Vestmark CEO

Top 5%Top 5% of Similar Size Companies on Comparably
John Lunny Vestmark's CEO
John Lunny
82 /100

Diversity at Vestmark

Bottom 20%Bottom 20% of Similar Size Companies on Comparably
D

Diverse employees at Vestmark have rated CEO Rating, Team, and Executive Team as the highest categories they have scored

Women at Vestmark

Bottom 25%Bottom 25% of Similar Size Companies on Comparably
D+

Women at Vestmark have rated Manager, Leadership, and Work Culture as the highest categories they have scored

Vestmark eNPS

Net Promoter Score tracks your employees' overall score to this question: "On a scale from 0-10, how likely are you to recommend working at your company to a friend?"
Top 15%Top 15% of Similar Size Companies on Comparably

Recommend to a Friend?

49

Vestmark employees are 49% more likely to recommend Vestmark as a great place to work

66%Promoters
17%Passives
17%Detractors

Working at Vestmark

Working at Vestmark is rated average by 15 employees, across various culture dimensions. Vestmark employees are most satisfied about CEO Rating, eNPS, and Executive Team categories, putting Vestmark’s culture in the Top 50% compared to similar sized companies on Comparably and in the Bottom 40% compared to other companies in Boston. See below in detail how working at Vestmark was rated by employees.

Overall Company Culture at Vestmark

C+

Overall Company Culture at Vestmark is rated C+

Last updated months ago

Top
50%

Vestmark ranks in the Top 50% of other companies on Comparably with 201-500 Employees for Overall Company Culture Score

Vestmark Employee Reviews

Out of 20 Vestmark employee reviews, 100% were positive.

100%
0%
Positive Reviews100%
Constructive Feedback0%

Positive Reviews From Vestmark Employees

  • What did you like most about the interview process?
    Comfortable and easy interaction with the managers
  • What makes you most happy at work?
    I am acknowldege for my good work
  • What are some of the best things about your team?
    We have been working together for many years

Vestmark Company Information

Vestmark Company Overview

Headquartered in Wakefield, MA, Vestmark has been a leading technology platform provider delivering wealth management and investment

Vestmark was founded in 2001 and its current CEO is John Lunny. Since its inception 25 years ago, Vestmark has grown to 400 employees.

Vestmark Mission, Vision & Values

Vestmark Mission Statement

Vestmark enables financial advisors and institutions to efficiently manage and trade their clients’ portfolios through an innovative SaaS environment.

Vestmark Values

  • We Before Me
  • Own It
  • Knowledge Explorer
  • Positive Energy
Headquarter100 Quannapowitt Pkwy # 205
Wakefield, MA 01880
United States of America
Websitewww.vestmark.com
Founding Date2001
Tel(781)224-3640
Company StatusPrivate
Jobswww.vestmark.com/careers
Social Sites

Vestmark Competitors

Vestmark competitors include Charles River Development, Envestnet, and Parametric Portfolio Associates. Vestmark ranks 2nd in Overall Culture Score on Comparably vs its competitors. See below how Vestmark compares to its competitors with CEO Rankings, Product & Services, NPS, Pricing, Customer Services, Overall Culture Score, eNPS, Gender and Diversity Scores.

  1. #1
    Charles River Development's Logo
    Charles River Development
    3.4/5
  2. #2
    Vestmark's Logo
    Vestmark
    3.4/5
  3. #3
    Envestnet's Logo
    Envestnet
    3.3/5
  4. #4
    Parametric Portfolio Associates' Logo
    Parametric Portfolio Associates
    3.0/5
  • Culture Video

Vestmark Employees

Vestmark has 400 employees. 15 employees at Vestmark have reviewed Vestmark across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.

Overall, the 15 Vestmark employees give their leadership a grade of B, or Top 35% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.

Employees at Vestmark are not very pleased with their total compensation at Vestmark, which includes a combination of pay, stock and equity, and benefits.

Overall, employees at Vestmark are pleased with their team. 15 Participants grade the quality of their coworkers a B+. The majority believe the meetings at Vestmark are effective, and the majority look forward to interacting with their coworkers.

The majority of employees at Vestmark believe the environment at Vestmark is positive. Most Participants believe the pace of work at Vestmark is comfortably fast. About 57% of the employees at Vestmark work 8 hours or less.

Overall, the employees at Vestmark are generally happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.

Joining Vestmark - Employee Onboarding

The prevailing opinion from Comparably users in Boston about their company is that it was very prepared on their first day. Boston employees concluded that their overall onboarding experience was positive. 75% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.

Vestmark KPIs and OKRs

At this moment no Vestmark employees have provided insight into whether or not they clearly understand Vestmark's KPIs and OKRs.

AnswerPercent
Yes0%
No100%
Are your company's goals clear, and are you invested in them?
AnswerPercent
Yes0%
No0%
Are the KPIs/OKRs for your department clear?

Vestmark CEO & Leadership

Vestmark CEO - John Lunny

John Lunny Vestmark's CEO
82 /100

John’s approval rate is in the Top 5% of all CEOs of similar-sized companies on Comparably, and in the Top 10% compared to the CEOs of all other companies in Boston. Vestmark’s CEO is highly regarded especially by Male employees, Caucasian employees, and Female employees. However, employees with the company for Less than 1 Year have a less favorable view of the CEO and believe there is room for improvement. Compared to Vestmark’s competitors, John Lunny ranks right above Charles River Development CEO Spiros Giannaros. Under Lunny’s leadership, Vestmark employee respondents are most happy about their Executive Team and the company’s Team. Professional Development and Diversity are two areas, according to respondents, where Vestmark could stand to see real improvement.

Vestmark Leadership

The Vestmark Executive Team is rated a “B+” and led by CEO John Lunny, CFO Mark Donohue, and Chief Technology Officer Heeren Pathak

  • John Lunny  CEO / President

    John Lunny CEO / President

    John Lunny serves as the CEO / President of Vestmark.

  • Mark Donohue CFO

    Mark Donohue serves as the CFO of Vestmark, Inc.. Mark started at Vestmark, Inc. in August of 2018. Mark currently... read more

  • Heeren Pathak Chief Technology Officer

    Heeren Pathak serves as the Chief Technology Officer of Vestmark, Inc.. Heeren started at Vestmark, Inc. in January of... read more

  • Lonnie Macdonald Chief Marketing Officer

    Lonnie Macdonald serves as the Chief Marketing Officer of Vestmark, Inc.. Lonnie started at Vestmark, Inc. in April of... read more

  • Nichlaus Thacker Senior Vice President - Business Development

    Nichlaus Thacker serves as the Senior Vice President - Business Development of Vestmark, Inc.. Nichlaus started at... read more

  • Ed Friedlander Senior Vice President, Business Development

    Ed Friedlander serves as the Senior Vice President, Business Development of Vestmark, Inc.. Ed started at Vestmark, Inc.... read more

  • Vince Pellegrini Senior Vice President

    Vince Pellegrini serves as the Senior Vice President of Vestmark, Inc.. Vince started at Vestmark, Inc. in July of 2015.... read more

  • Annmarie Rogers EVP Customer Engineering

    Annmarie Rogers serves as the EVP Customer Engineering of Vestmark, Inc.. Annmarie currently resides in the Greater... read more

  • Peter Jantzen Executive Vice President of Global Sales

    Peter Jantzen serves as the Executive Vice President of Global Sales of Vestmark, Inc.. Peter currently resides in the... read more

Vestmark Salaries

How much does Vestmark pay?

How much do people at Vestmark get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Vestmark is $98,289, or $47 per hour, while the estimated median salary is $95,167, or $45 per hour.

At Vestmark, the highest paid job is a General Counsel at $283,847 annually and the lowest is a CS Rep at $45,250 annually. Average Vestmark salaries by department include: Finance at $61,342, Product at $139,096, Business Development at $101,001, and Design at $84,317. Half of Vestmark salaries are above $95,167.

9 employees at Vestmark rank their Compensation in the Bottom 25% of similar sized companies in the US (based on 32 ratings) while 8 employees at Vestmark rank their Perks And Benefits in the Bottom 35% of similar sized companies in the US (based on 9 ratings).

Last updated months ago.

1st Percentile
$60k
$60k1st Percentile
17th Percentile
$78k
$78k17th Percentile
33rd Percentile
$94k
$94k33rd Percentile
50th Percentile
$179k
$179k50th Percentile
67th Percentile
$278k
$278k67th Percentile
83rd Percentile
$303k
$303k83rd Percentile
100th Percentile
$374k
$374k100th Percentile
$98,289*
Average Compensation
$95,167*
Median Compensation

* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.

Vestmark Salaries by Department

Explore Vestmark Salaries

Diversity & Inclusion at Vestmark

Diverse employees at Vestmark score the company 59/100 across various culture categories, placing Vestmark in the Bottom 20% of companies on Comparably with 201-500 Employees for Comparably's diversity score. The Diversity score provides insights into how diverse employees feel and rate their work experience at Vestmark across various culture dimensions.

Ranked Culture the Highest

Women N/A/100
Men N/A/100
Diverse Employees N/A/100

Ranked Culture the Lowest

Women N/A/100
Men N/A/100
Diverse Employees N/A/100

Vestmark Perks & Benefits

Health & Wellness

  • Dental Insurance
  • Vision Insurance
  • Health Insurance
  • Life Insurance
  • Gym Membership / Reimbursement

Paid Time Off

  • PTO / Vacation Policy
  • Paid Holidays
  • Maternity / Paternity Leave

Financial Benefits

  • 401K / Retirement Plan
  • Employee Stock Purchase Plan

Office Perks

  • Free Food
  • Company Social Outings
  • Legal Assistance
  • Work From Home Policy
  • Unique Office Space

Vestmark PTO

Vestmark's PTO and Vacation policy typically gives 10-15 days off a year. Paid Time Off is Vestmark's most important benefit besides Healthcare when ranked by employees, with 100% of employees saying it is the most important benefit. Vestmark's benefits and PTO Package averages to represent a $500 -$1000 cash value per month.

AnswerPercent
Flex Time0%
Vacation Policy100%
Office Meals0%
401k Contribution0%
Childcare0%
Other than healthcare, which of the following benefits is most important to you?
AnswerPercent
Yes0%
No0%
Does your boss expect you to work when you're on vacation?
AnswerPercent
$2500+/mo0%
$1500 - $2500/mo0%
$1000 -$1500/mo0%
$500 -$1000/mo100%
Less than $500/mo0%
What do you estimate the cash value of your benefits to be? Healthcare, PTO, etc?

Vestmark Careers

Vestmark Jobs

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H1B Visa

In 2019, Vestmark applied for 11 H1B visas. Of the work permits applied for, 91% were approved.

Work Permit Application Outcome

Vestmark has a total of 400 employees

11
Total Applied
  • 91% Granted (10 out of 11)
  • 0% Denied ( out of 11)
  • 0% Withdrawn Application was withdrawn by the employer before approval/rejection ( out of 11)
  • 9% Certified-Withdrawn Application was approved but later withdrawn by employer (1 out of 11)

This data was calculated using publicly sourced data from OFLC Performance Data

Let Vestmark Know You Want To Work There

Overview of Candidates Interested in Vestmark on Comparably

Candidates By Department

All Industries
39%
Sales
28%
Engineering
11%
Business Development
6%
Product
6%
Other
11%

Candidates By Location

Boston
44%
New York City
11%
San Francisco
6%
Littleton
6%
Louisville
6%
Other
28%

Frequently Asked Questions regarding Vestmark

What is Vestmark address?

Vestmark location is at 100 Quannapowitt Pkwy # 205

Who is the CEO of Vestmark?

Vestmark CEO is John Lunny, their score by employees is 82

What is Vestmark eNPS?

The eNPS for Vestmark is 49

What is the salary for Technical Support in Vestmark?

Technical Support average salary in the US is 83k

What are the salaries in the Finance in Vestmark?

The average salaries for Finance in Vestmark is 61k

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