Business Wire

VESTRATA

15.12.2020 01:02:15 CET | Business Wire | Press release

Share
Wealth Management Platform Vestrata Launches With $4 Million Funding Round Led by Industry Veterans

Vestrata, a fintech company providing integrated investment solutions, has launched today. The business is led by one of the most experienced teams ever assembled by a start-up in this space and has completed a US$4 million investment round to bring its innovative proposition to the wealth management and private banking sector.

Vestrata’s proprietary technology platform is unique, and will deliver a suite of discretionary, advisory, alternatives and ESG investment solutions that help wealth managers to drive improved client engagement, control risk and reduce cost. Vestrata’s services are developed in collaboration with leading asset managers, research houses and alternatives providers, and will be delivered through an integrated, scalable and modular platform.

The Vestrata leadership team includes eight former leaders from some of the largest wealth management institutions in the world. With more than 200 years of combined experience, the team brings a deep understanding of the complexity of delivering investment solutions that match clients’ needs and preferences.

The business is led by Mark Le Lievre, Co-Founder and CEO, who was previously global Head of Products and Platforms at J.P. Morgan Private Bank and Head of Investment Content at UBS Wealth Management. The wider management team includes a number of former executives from J.P. Morgan and other global financial institutions, including:

  • Doug Wurth, Chairman, formerly led the international Private Bank and Alternatives businesses at J.P. Morgan
  • Kim Lennen, CTO and Co-Founder, former CTO of J.P. Morgan Private Bank (Europe)
  • Lea Blinoff, Head of Solutions, former Managing Director at J.P. Morgan Private Bank
  • Arun Sinha, CMO, former CMO of J.P. Morgan Private Bank
  • Eric Laget, Chief Legal Officer, former in-house counsel at J.P. Morgan Asset Management
  • Tim Riseborough, CFO/COO, former COO at HSBC Commercial Bank
  • Sarah Newman, CCO, former Head of Investment Products at Barclays Wealth Management

Mark Le Lievre, Co-founder and CEO of Vestrata, said: “We are entering an era where wealth managers will no longer be able to rely on market appreciation to drive revenue growth. We know from first-hand experience the significant and accelerating financial and regulatory challenges faced by the wealth management industry. Firms now need to focus not only on managing their cost base but growing their revenues via enhanced client engagement.

“We understand these challenges and have built a solution to address them. If firms are to engage with clients most effectively, they need to deliver differentiated investment solutions and use a sophisticated platform to enable advisors to engage their entire book of business. I am excited about the differentiated proposition we have built and the fundamental transformation that it will enable the wealth management industry to achieve in the years ahead.”

Lea Blinoff, Head of Solutions at Vestrata, said: “Our ambition is to fuse high-quality and differentiated investment solutions with advanced technology. Vestrata integrates a variety of investment solutions, products and asset classes with powerful portfolio analytics, reporting and a robust risk management framework to ensure advisors can deliver advice specifically tailored to their clients’ needs, in a scalable and compliant way. We enable the firms we work with to deliver more ideas to more clients, leading to revenue growth, improved control and enhanced client engagement.”

ENDS

Images to accompany this story are available here .

About Vestrata

Vestrata supports wealth managers to help drive income growth by providing a modular wealth management platform and integrated investment solutions. The platform will deliver a suite of discretionary, advisory, alternatives and ESG investment solutions that support wealth managers to improve client engagement and achieve asset and revenue growth, while systematically managing investment risks and simplifying compliance. Vestrata’s modular range of services are developed in collaboration with leading providers in the market, delivered through a single, integrated and scalable platform.

Visit www.vestrata.com for more information.

Link:

ClickThru

About Business Wire

Business Wire
Business Wire
101 California Street, 20th Floor
CA 94111 San Francisco

http://businesswire.com

Subscribe to releases from Business Wire

Subscribe to all the latest releases from Business Wire by registering your e-mail address below. You can unsubscribe at any time.

Latest releases from Business Wire

Horizon3 and Pax8 Expand Partnership to Bring Autonomous Security Testing to MSPs Across Europe16.10.2026 08:03:00 CEST | Press release

NodeZero® gives partners a repeatable way to identify exploitable attack paths, guide remediation, and prove fixes worked Horizon3, the AI-Native Proactive Security Company, today announced the expansion of its Pax8 partnership across Europe, bringing the NodeZero® Proactive Security Platform to the region’s managed service providers (MSPs) through the Pax8 Marketplace. The expansion enables partners to build recurring security services that help small and midsized businesses understand how attackers could compromise their environments, prioritize corrective actions, and verify remediation. Building on the companies’ North American marketplace launch, the European expansion makes autonomous offensive security testing accessible to more MSPs and the businesses they protect. Partners can use NodeZero to deliver initial assessments, support remediation engagements, and establish ongoing testing programs without conducting every penetration test manually. “MSPs are accountable for protecti

MSCI Launches a Consultation on a Proposal to Reclassify Indonesia from Emerging Market to Standalone Market Status15.10.2026 23:47:00 CEST | Press release

MSCI to consult on proposal to reclassify the MSCI Indonesia Indexes to Standalone Market status Existing freeze on Indonesian securities in MSCI Indexes to remain in place until further notice MSCI announced the launch of a consultation on a proposal to reclassify the MSCI Indonesia Indexes from Emerging Market to Standalone Market status. MSCI will announce its final decision by the end of June 2027 and may provide an interim update on market participant feedback during the consultation period. As part of the June 2026 Market Classification Review, MSCI reported that market participants had raised significant concerns regarding the investability of the Indonesian equity market, including persistent opacity in shareholding structures and suspected coordinated trading behavior. While the Indonesian authorities have announced reforms, including enhanced disclosure of shareholders with ownership above 1%, more granular investor classification disclosure, High Shareholding Concentration (

Nekome: Nazi Hunter Unmasks Hitler’s Hyenas in New Trailer Ahead of Steam Next Fest Demo15.10.2026 21:38:00 CEST | Press release

Free demo offers players the first chance to pick up the knife in ProbablyMonsters’ narrative-driven action game beginning on October 19 ProbablyMonsters, an independent video game company creating original AA games with AAA sensibilities, today unveiled a new trailer for Nekome: Nazi Hunterat the Galaxies Autumn Showcase, pulling back the curtain on the game’s villains, Hitler’s Hyenas. Alongside the new trailer, ProbablyMonsters announced that Nekome: Nazi Hunter will participate in October’s Steam Next Fest, giving players their first opportunity to experience this violent odyssey of revenge with a free PC demo available on Steam from October 19 through 26. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261014661905/en/ “Nekome is Vano’s story: an exploration of a young Romani man who has had everything taken away from him, and who decides to pick up a knife and exact revenge on his family’s murderers,” said Jeronimo Barr

The Estée Lauder Companies Announces BEAUTY&YOU India 2026 Winners and Marks Five Years of Advancing Indian Beauty Entrepreneurship15.10.2026 17:58:00 CEST | Press release

In partnership with Startup India and Nykaa, the program recognizes five winners across in-market beauty brands, early-stage concepts, fragrance innovation, creative design, and women’s entrepreneurship. The Estée Lauder Companies, in partnership with Nykaa and Startup India, an initiative of the Department for Promotion of Industry and Internal Trade (DPIIT) within India’s Ministry of Commerce and Industry, announced the winners of BEAUTY&YOU India 2026, the country’s leading beauty entrepreneurship program. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261015612324/en/ (L to R) BEAUTY&YOU India 2026 Winners Ajaykumar Mehta, Shriya Rambhia, and Dheer Rambhia, Directors, Goyam Green Tech (BREAKTHROUGH), Nirja Bhatt, Founder & CEO, Laani (GROW), Khatija Shabana, CEO, and Syed Mohammad Fouzan, Director, Boldpurity (IMAGINE), Rinzing Choden Bhutia, Founder, Agapi Sikkim (Visionary Women’s Award), and Pankti Sheth, Founder & Cr

Body of Waves, a New Artwork Only at teamLab Planets TOKYO, Unveiled15.10.2026 17:00:00 CEST | Press release

The visitor experiences offered by “Existence in the Flow Creates Vortices” and “Waterfall of Ephemeral Crystals” have also been further expanded. teamLab Planets TOKYO (hereinafter referred to as “teamLab Planets”) has unveiled Body of Waves, a new artwork in which visitors enter a soft sculpture with their entire bodies. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20261014474897/en/ teamLab, Body of Waves, 2026, from the series Soft Black Hole - Your Body Becomes a Space that Influences Another Body, 2016-© teamLab *Shot in real space. No AI or CGI. In addition, Existence in the Flow Creates Vortices—where vortices are created behind people as they climb against the flow—and Waterfall of Ephemeral Crystals—where shining particles cascade down to create a waterfall of light particles—have also evolved, further expanding the experience at teamLab Planets. New Artwork Body of Waves As you walk, your feet sink. This force is

In our pressroom you can read all our latest releases, find our press contacts, images, documents and other relevant information about us.

Visit our pressroom
World GlobeA line styled icon from Orion Icon Library.HiddenA line styled icon from Orion Icon Library.Eye