Wakefield, 1880, MA,
United States
Vestmark, Inc. Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Vestmark, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 150 Vestmark, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Vestmark, Inc. has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2015, Greenhouse ATS for Applicant Tracking System in 2024, Zoom for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Vestmark, Inc. is running and its propensity to invest more and deepen its relationship with Oracle , Greenhouse , Zoom Video Communications or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Vestmark, Inc. revenues, which have grown to $20.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Vestmark, Inc. intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2015 | 2015 |
In 2015, Vestmark, Inc. implemented Oracle NetSuite ERP to centralize its finance and accounting platform. Oracle NetSuite ERP is deployed as an ERP Financial solution for Vestmark, Inc., positioning the application as the primary finance system of record.
The implementation focused on core ERP Financial modules, including general ledger, accounts payable, accounts receivable, billing and financial reporting, with configuration of the chart of accounts and period close controls. NetSuite ERP configuration emphasized standardized accounting schemas and automated transactional posting rules consistent with enterprise financial close workflows.
Operational coverage for Oracle NetSuite ERP centered on corporate finance and accounting functions across Vestmark, Inc., supporting month end close processes, accounts reconciliation, and revenue accounting workflows. The deployment aligned day to day transactional processing and consolidated financial reporting within a single ERP Financial application to reduce fragmentation of accounting data.
Governance changes included centralized accounting policies, role based access control for finance users, and formalized period close procedures to enforce consistency and auditability. Implementation activities incorporated configuration governance and staged rollout of financial modules to align business process owners with system controls.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Greenhouse | Legacy | Greenhouse ATS | Applicant Tracking System | HCM | n/a | 2024 | 2024 |
In 2024, Vestmark, Inc. implemented Greenhouse ATS as its Applicant Tracking System. The Greenhouse ATS deployment is embedded on the corporate website to manage job postings and capture applicant intake directly through the careers page, targeting recruitment and HR operations for the 150 employee media firm. The implementation focuses on structured requisition posting, candidate data capture, and applicant workflow orchestration through the on-site application flow. Greenhouse ATS is presented as the primary front-end for candidate sourcing and initial screening on Vestmark, Inc. web properties.
Configuration follows standard Applicant Tracking System capabilities, including job posting management, candidate tracking and pipelines, interview scheduling, and offer management to enforce hiring workflows. Integrations explicitly include the corporate website careers and application form integration for application capture, and operational governance is centered on recruiting process standardization driven by HR and hiring managers within Greenhouse ATS. No implementation partner or additional third-party system integrations are specified, and the rollout emphasizes centralized hiring workflow configuration and on-site applicant intake handled through Greenhouse ATS.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020 Vestmark, Inc. implemented Zoom for Audio Video and Web Conferencing on its website to provide embedded video meetings for client engagement and remote collaboration. The deployment surfaces Zoom meeting access directly through the public site, enabling browser-based joins without requiring a separate desktop client.
The Zoom implementation follows Audio Video and Web Conferencing functional patterns by embedding a web meeting client or Web SDK to enable video and audio conferencing, screen sharing, and session recording for client demos and internal calls. Administrative governance is centralized through account-level controls and meeting access settings, aligning user provisioning and meeting policies with corporate communications and client-facing workflows.
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Collaboration | Collaboration |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2021 | 2021 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Portfolio and Investment Management | Investment Management |
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2024 | 2024 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2017 | 2017 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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