The account base of Wakefield’s Vestmark Platform, an investment technology provider for broker dealers and bank trusts, has reached more than 500,000.

"Despite the challenging market conditions of the last year, utilization of Vestmark across our client base has continued to grow," said CEO John Lunny. "This growth has come across the various market segments we serve, including asset managers, broker dealers, bank trusts, independent RIAs, and outsourcing providers."

Wakefield-based Vestmark also has offices in Cambridge; Oakland, Calif; and Jersey City, N.J.