Companies · Other Technology

Vestmark Inc

WAKEFIELD · Other Technology

Diligence memoA one-page analyst read on Vestmark Inc — recommendation, valuation, rhythm, risks.
$43.6M
Total raised · real
4
Rounds
0.4×
Latest step-up
Top 9%
Sector rank · raised
Series B
Latest stage · inferred · Wed Sep 27 2017 00:00:00 GMT+0000 (Coordinated Universal Time)

Vestmark Inc looks under-valued against its niche peers and is dormant on financing cadence.

Synthesized from the figures below est. — every claim rests on a number shown on this page. Valuation uses the technology sector profile.

Analyst read est. — computed against this company's niche peers in the same era. Inputs shown; not a quoted figure.

Under-valued
  • Modeled value is 0.60× the median modeled value of Series B Other Technology companies in 2016–2018 (314 peers) — value vs value, same stage and era.
Dormant
  • Last raise 8.8 yr ago; this sector typically re-raises about every 13 months.
  • Silent for over 3× the sector's normal cadence.
Leadership

No named principal in this company's public records yet — see all operators below.

Explore how these operators interlock with other companies in the operator network.

Where it sits in Other Technology

Vestmark Inc is one of 21292 Other Technology companies tracked from WAKEFIELD. By capital raised it ranks among the largest (ahead of 92% of sector peers), and among the largest by modeled valuation est..

Ranking is computed against this company's own sector cohort — reported capital is fact; valuation tiers are modeled.

As reported in public records reported — not modeled.

US
Jurisdiction
Rule 506(b)
Reg D exemption
8
Investors (latest)
2017-09-27
First sale
Amount raised vs valuation, by round

Solid bars are reported offering amounts reported; hatched bars are the modeled post-money valuation est. — both on one shared scale so you can read raise-vs-worth at each round directly. Use the toggles to overlay data labels and the niche-peer / market average value lines.

Amount raised · realModeled valuation · estCumulative funded · real
$0$250M$500M$750M$1.0BSeed · 2009-06-08 Raised $1.7M (real) Modeled valuation $58M (est)$1.7M$58MSeed2009Pre-Seed · 2009-06-08 Raised $1.0M (real) Modeled valuation $42M (est)$1.0M$42MPre-Seed2009Seed · 2015-07-01 Raised $268K (real) Modeled valuation $9.1M (est)$268K$9.1MSeed2015Series B · 2016-04-08 Raised $30M (real) Modeled valuation $914M (est)$30M$914MSeries B2016Series B · 2017-09-27 Raised $12M (real) Modeled valuation $355M (est)$12M$355MSeries B2017+$1.0M+$268K+$30M+$12MCumulative $45M

The line shows cumulative reported funding over the period; + labels show new capital added between points when there is room. Toggle on-bar figures, plus the niche-peer and market averages, to read this company against its cohort. Benchmarks are modeled medians.

Financing ladder & sequence gaps
Seed$1.7M · 2009
Bridge · Seed-stage$1.0M · 2009smaller follow-on
Seed extension$268K · 2015
Series B$30.0M · 2016no Series A on file
Series B extension$11.7M · 2017

Stages are modeled from round size (public records carry no series label). No record for: Series A — the company may have raised it under a different exemption, merged it into an adjacent record, or skipped it. Sequence completeness: 75%.

Modeled valuation trajectory
$354.8M
Base estimate est.
$28.5M
Conservative case
$1.4B
Upside case
$64.7M
Modeled post-money

Round size and date are reported; the stage label is inferred from round size (latest is Series Ba $15M–$40M round). Valuation is modeled from stage benchmarks scaled by the technology sector profile. Directional, not a quoted figure.

Seed · modeled $57.9M · 2009-06-082009Pre-Seed · modeled $42.4M · 2009-06-08Seed · modeled $9.1M · 2015-07-01Series B · modeled $913.7M · 2016-04-08Series B · modeled $354.8M · 2017-09-272017
Model inputs · modeled:benchmark-stage-stepup-v1
18%
Dilution assumption
Implied ownership sold in the financing.
67%
Survival probability
44% low · 81% high
1.42×/yr
Annual markup
1.72×/yr upside case
6.0 yr
Elapsed time used
8.8 yr actual, capped for stale marks
technology
Sector profile
Adjusts growth and survival by industry.
Financing rhythm
25 mo
Avg between rounds
$5.3M/yr
Capital velocity
17.1 yr
On record since
2009
First round
5
Rounds on file
How it compares to the market

Benchmarked against 21292 companies in Other Technology. Each bar is a median (the middle company, not an average — outliers don't skew it). Two yardsticks: real money raised (reported on Form D) and modeled value (our estimate est.). These are whole-sector medians across all stages, except the per-stage row.

Total raised — vs sector median (real $, all stages) 14× above median
This company$43.6M
Sector median$3.2M
Latest round — vs other Series B rounds in sector (real $, this stage) 0.6× of median
This company$11.7M
Sector median$19.2M
Modeled value — vs sector median (estimate, all stages) 9.5× above median
This company$354.8M
Sector median$37.3M

Raised more than 92% of sector peers (real $). Modeled value above 90% of peers (estimate).

Niche peers — same stage & era

A tighter cohort than the sector chart above — only companies at the same stage (Series B) that last raised in the same ~3-year era, ranked by modeled value est. (not money raised). This is the exact set the analyst read compares against, so a like-for-like cohort is what makes "over/under-valued" meaningful. This company ranks #240 of 314.

This companyCohort peer
$100.0M$1.0B$10.0B$10.0M$100.0M$1.0BCapital raised (log)Pymetrics, Inc. · Series B Raised $46.6M · modeled $1.2B (est)Universal Recognition Token, Inc. · Series B Raised $40.0M · modeled $1.2B (est)Certified Inc. · Series B Raised $40.0M · modeled $1.2B (est)Anomali Inc · Series B Raised $40.0M · modeled $1.2B (est)Docutech Transfer, LLC · Series B Raised $39.9M · modeled $1.2B (est)Plaid Technologies, Inc. · Series B Raised $39.8M · modeled $1.2B (est)360fly, Inc. · Series B Raised $69.9M · modeled $1.2B (est)LogRhythm, Inc. · Series B Raised $111.3M · modeled $1.2B (est)Humu, Inc. · Series B Raised $49.5M · modeled $1.2B (est)GuiaBolso (Cayman), Ltd. · Series B Raised $58.0M · modeled $1.2B (est)Spin Memory, Inc. · Series B Raised $38.5M · modeled $1.2B (est)Wavefront, Inc. · Series B Raised $37.6M · modeled $1.1B (est)Vestmark Inc (this company) Raised $43.6M · modeled $354.8M (est)Vestmark Inc
CompanyStageRaised · realValue · estvs peer med.
Pymetrics, Inc.Series B$46.6M$1.2B2.07×
Universal Recognition Token, Inc.Series B$40.0M$1.2B2.07×
Certified Inc.Series B$40.0M$1.2B2.07×
Anomali IncSeries B$40.0M$1.2B2.07×
Docutech Transfer, LLCSeries B$39.9M$1.2B2.07×
Plaid Technologies, Inc.Series B$39.8M$1.2B2.06×
360fly, Inc.Series B$69.9M$1.2B2.05×
LogRhythm, Inc.Series B$111.3M$1.2B2.05×
Humu, Inc.Series B$49.5M$1.2B2.02×
GuiaBolso (Cayman), Ltd.Series B$58.0M$1.2B2.01×
Spin Memory, Inc.Series B$38.5M$1.2B2.00×
Wavefront, Inc.Series B$37.6M$1.1B1.95×
Vestmark Inc this companySeries B$43.6M$354.8M0.60×
Full financing history

Stage is inferred from round size est., not reported on the filing — a round's dollar size maps to a bucket: Pre-Seed <$1.0M · Seed $1.0M–$4.0M · Series A $4.0M–$15M · Series B $15M–$40M · Series C $40M–$100M · Series D+ $100M–$400M · Growth/Late >$400M.

StageAmount · realAnnouncedPost-money · estValue · estConf.
Seed$1.7M2009-06-08$8.5M$57.9M85%
Pre-Seed$1.0M2009-06-08$5.6M$42.4M85%
Seed$268K2015-07-01$1.3M$9.1M85%
Series B$30.0M2016-04-08$166.7M$913.7M85%
Series B$11.7M2017-09-27$64.7M$354.8M90%
What happened at each round

Step-up, pace versus the sector's normal cadence, and revenue/exemption moves — read straight from the reported round facts reported.

  1. Seed$1.7M2009-06-08
    • First recorded raise — entered as Seed.
    • 1 investor on this round.
  2. Pre-Seed$1.0M2009-06-08
    • Filed alongside the prior round (same month) — likely a tranche or amendment.
    • Round 1.7× smaller than the prior — bridge or down round.
    • 1 investor on this round.
  3. Seed$268K2015-07-01
    • Raised again after 73 mo — slower than the ~13 mo sector norm.
    • Round 3.7× smaller than the prior — bridge or down round.
    • Switched to Rule 506(b) (was Rule 06).
    • 1 investor on this round.
  4. Series B$30.0M2016-04-08
    • Raised 9 mo later, in step with the ~13 mo sector norm.
    • Round 111.9× larger than the prior — scaling up.
    • 5 investors on this round.
  5. Series B$11.7M2017-09-27
    • Raised 18 mo later, in step with the ~13 mo sector norm.
    • Round 2.6× smaller than the prior — bridge or down round.
    • 8 investors on this round.
Intelligence
2019 ~Q4
Modeled next raise · ~25mo cadence
$11.7M
Modeled next size est.range $11.7M$18.6M
0.4×
Last step-up
$5.3M/yr
Capital velocity

Predictive signals are modeled est. from this company's own cadence and step-up, plus sector benchmarks — directional, not advice. Peer set and a CSV export live in your analyst workspace.

Key people & operators

Officers, directors and promoters named in this company's public recordsreported — the people who run it (not its investors). "Also runs" counts come from name-matching across all records, so verify before acting.

PersonRoleAlso runsTied since
David Blundin6 other2009-06
John Shields5 other2016-04
Dave Blundin3 other2016-04
Sanju Bansal3 other2016-04
John Giordano1 other2016-04
John Lunny1 other2015-07
Tiffany Freitas2016-04
Registry & provenance

Vestmark Inc is an official record sourced from the U.S. Securities and Exchange Commission (SEC). U.S. data is aggregated from SEC Form D filings.

United States
Country of record
US
Jurisdiction
945692
SEC CIK
Similar companies

Nearest neighbours across the whole database — matched on sector, stage and capital scale, and on shared operators (officers or directors named at both companies in public filings). A discovery shortlist, not a valuation cohort — verify before acting, the same way modeled figures are directional.

CompanySectorStageRaised · realValue · estWhy similar
EverQuote, Inc.Other TechnologySeries B$52.4M$255.9Mnetwork5 shared operators · same sector · same stage
Cognius, Inc.Other TechnologySeries A$17.6M$9.2Mnetwork2 shared operators · same sector
Lukla Inc.Other TechnologySeries B$43.3M$359.3Msame sector · same stage
Muncher Inc.Other TechnologySeries B$44.0M$369.5Msame sector · same stage
Space Time Insight, Inc.Other TechnologySeries B$44.6M$382.2Msame sector · same stage
Opinr, Inc.Other TechnologySeries B$45.1M$357.5Msame sector · same stage
Neuroflow, Inc.Other TechnologySeries B$45.4M$378.0Msame sector · same stage
Emeter CorpOther TechnologySeries B$41.5M$380.7Msame sector · same stage
Semantically similar

Matched by meaning, not labels — a local language model reads each company's name, sector and description and ranks the closest in that learned space. This catches look-alikes that cross sector boundaries; the structured list above explains its matches, this one trusts the text. Directional, like every modeled signal here.

CompanySectorStageValue · estMatch
Vestaboard, IncOther TechnologySeed$945K90%
Vest Financial Group, Inc.Other TechnologyPre-Seed$42.4M88%
Metalmark Innovations, Inc.Other TechnologySeed$50.9M87%
Vestwell Holdings Inc.Other TechnologySeries D+$2.3B86%
Tickmark, Inc.Other TechnologySeries A$1.8M85%
Bytemark, Inc.Other TechnologySeries A$180.3M84%
MirrorCache Holdings, Inc.Other TechnologyPre-Seed$12.7M83%
TiCoat, Inc.Other TechnologyPre-Seed$1.8M83%
Frequently asked
How much funding has Vestmark Inc raised?
Vestmark Inc has raised approximately $43.6M in disclosed capital across 4 recorded financing rounds, aggregated from public filings.
What is Vestmark Inc's estimated valuation?
Provath's modeled valuation for Vestmark Inc is approximately $354.8M (modeled range $28.5M–$1.4B). This is an algorithmic estimate derived from round sizes and same-niche peers — not a quoted or reported figure.
What funding stage is Vestmark Inc at?
Vestmark Inc's latest modeled financing stage is Series B. Its most recent recorded round closed around Wed Sep 27.
What does Vestmark Inc do and where is it based?
Vestmark Inc operates in the Other Technology sector, based in WAKEFIELD.
Explore related

See where Vestmark Inc sits in the wider market — its sector, location and stage cohorts, each with their own leaderboards and capital-flow timelines.

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