Skip to content
Get a Demo

News & Events

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

Media Contact

Archive: News & Press Releases

  1. Vestmark Opens Center for AI Research and Development in Boston
  2. Vestmark Marks 25 Years of Innovation as Advisory Solutions AUM Grows Fivefold, Surpassing $50B
  3. Vestmark Introduces Pulse, Industry’s First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution
  4. Vestmark Appoints Freedom Dumlao as Chief AI Officer
  5. Vestmark Joins Global Elite With 2026 WealthBriefing Award
  6. Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs
  7. Built In Honors Vestmark in Its Esteemed 2026 Best Places To Work Awards
  8. Vestmark Partners with WestEnd Advisors to Develop Tax- Advantaged U.S. Sector Strategy SMA
  9. VanEck Launches Custom Model Portfolios for Financial Advisors, Powered by Vestmark
  10. Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios
  11. Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions
  12. Vestmark Announces Strategic Agreement to Deliver Open-Architecture Custom Model Portfolios
  13. Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA
  14. Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors
  15. Vestmark Wins 2nd WealthBriefing WealthTech Americas Award for VestmarkONE®
  16. Built In Honors Vestmark in Its Esteemed 2025 Best Places To Work Awards
  17. Strive’s Direct Indexing Now Available on Fidelity and Schwab
  18. Vestmark Names Freedom Dumlao Chief Technology Officer
  19. Vestmark Teams with BlackRock to Enhance Custom Model Portfolio Offerings
  20. Vestmark Wins Award for Direct Indexing Solution at 2024 WealthManagement.com Industry Awards