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Explore news, events, insights, and press highlights as Vestmark drives the future of wealthtech.

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Archive: News & Press Releases

  1. Vestmark Selected to Support Vanguard Custom Model Portfolios for RIAs
  2. Vestmark Opens Center for AI Research and Development in Boston
  3. Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B
  4. Vestmark Introduces Pulse, Industry’s First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution
  5. Vestmark Appoints Freedom Dumlao as Chief AI Officer
  6. Vestmark Joins Global Elite With 2026 WealthBriefing Award
  7. Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
  8. Built In Honors Vestmark in Its Esteemed 2026 Best Places To Work Awards
  9. Vestmark Partners with WestEnd Advisors to Develop Tax- Advantaged U.S. Sector Strategy SMA
  10. VanEck Launches Custom Model Portfolios for Financial Advisors, Powered by Vestmark
  11. Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios
  12. Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions
  13. Vestmark Announces Strategic Agreement to Deliver Open-Architecture Custom Model Portfolios
  14. Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA
  15. Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors
  16. Vestmark Wins 2nd WealthBriefing WealthTech Americas Award for VestmarkONE®
  17. Built In Honors Vestmark in Its Esteemed 2025 Best Places To Work Awards
  18. Strive’s Direct Indexing Now Available on Fidelity and Schwab
  19. Vestmark Names Freedom Dumlao Chief Technology Officer
  20. Vestmark Teams with BlackRock to Enhance Custom Model Portfolio Offerings