Vestmark

Archive: News & Press Releases

May 04, 2023 Press Release
Vestmark Recognized as One of the Best Places to Work by Boston Business Journal
Apr 18, 2023 Press Release
Vestmark Launches VAST™, Enabling Personalized Investing and Tax Management at Scale
Jan 25, 2023 Press Release
Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios
Jan 13, 2023 Press Release
Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston
Jan 11, 2023 News
Understanding Tax Cost in Portfolio Transitions
Sep 08, 2022 Press Release
Vestmark Expands Leadership Team, Naming Karl Roessner CEO
Jul 29, 2022 News
Vestmark Names Dan Ferguson Chief Financial Officer
Jun 13, 2022 News
Vestmark Names Tim Hawkes SVP, Engineering
May 09, 2022 News
Behind the Movement Towards Direct Indexing
Apr 19, 2022 Press Release
Industry Study Shows VestmarkONE® Platform Improves Efficiency, Drives AUM Growth for Wealth Management Organizations
Apr 06, 2022 News
Vestmark Names Rob Battista, CFA SVP, Vestmark Advisory Solutions
Mar 22, 2022 Press Release
Vestmark Wins WealthTech Americas Award 2022 for Best Investment Platform in the U.S.
Mar 03, 2022 News
Bringing Personalization and Scale to Advisors Through Managed Accounts and Technology
Mar 02, 2022 Press Release
Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution
Feb 15, 2022 Press Release
Vestmark Names David Gordon SVP, Direct Indexing
Jan 27, 2022 Press Release
AllianceBernstein and Vestmark Unveil Tech-Powered Custom Municipal Solutions Platform
Jan 05, 2022 Press Release
Vestmark Honored as One of the 100 ‘Best Places to Work in Boston’ by Built In Boston
Dec 17, 2021 Press Release
Vestmark Partners with Northfield to Deepen and Expand Integration of Tax and Risk-Based Optimization Tools for VestmarkONE Platform
Sep 17, 2021 Press Release
Vestmark Names Company Veteran Michael Blundin as Chief Executive Officer
Sep 13, 2021 Press Release
Vestmark Wins WealthManagement.com Award for its Unified, All-in-One System
Aug 24, 2021 Press Release
Vestmark and Adhesion Wealth Honored Among ThinkAdvisor’s Inaugural LUMINARIES Class of 2021
Jun 14, 2021 Press Release
Vestmark and FLX Distribution Announce Strategic Partnership Expanding Access For Both Asset Managers and Wealth Managers
May 07, 2021 Press Release
Vestmark Partners with UBS Wealth Management USA to Provide Model Portfolio Services for Separately Managed Accounts
Jan 29, 2021 Press Release
Vestmark Celebrates 20th Anniversary Milestone

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