News & Events

Archive: News & Press Releases

1. Press May 12, 2026 Vestmark Introduces Pulse, Industry’s First AI Solution for Wealth Managers to Continuously Monitor Client Portfolios, Surface Suggestions, and Drive Execution Vestmark, Inc. today announced announced Vestmark Pulse, the first-of-its-kind AI intelligence solution that enables wealth managers to have 24/7 insight into...
2. Press Apr 02, 2026 Vestmark Appoints Freedom Dumlao as Chief AI Officer Vestmark, Inc. today announced the appointment of Freedom Dumlao as Chief AI Officer. Dumlao will continue in his role as Chief Technology Officer while expanding...
3. News Feb 19, 2026 Vestmark Joins Global Elite With 2026 WealthBriefing Award Vestmark, Inc. has been selected as a winner in the ‘Innovative Solution’ category at The WealthBriefing WealthTech Americas Awards 2026.
4. Press Jan 22, 2026 Vestmark and T. Rowe Price Join to Launch “Custom Premier,” a Personalized Model Portfolio Solution for RIAs Vestmark, Inc. in conjunction with T. Rowe Price, a global investment management firm and leader in retirement today announced the launch of Custom Premier...
5. News Jan 06, 2026 Built In Honors Vestmark in Its Esteemed 2026 Best Places To Work Awards Vestmark, Inc. today announced it has been recognized by Built In as one of the Best Places to Work in 2026. The annual awards honor...
6. Press Dec 17, 2025 Vestmark Partners with WestEnd Advisors to Develop Tax- Advantaged U.S. Sector Strategy SMA Vestmark, Inc. today announced a partnership today with WestEnd Advisors, LLC, a leader in actively managed model portfolios and separately managed...
7. Press Dec 03, 2025 VanEck Launches Custom Model Portfolios for Financial Advisors, Powered by Vestmark Vestmark, Inc. today announced a strategic partnership with VanEck to deliver custom model portfolios to registered investment advisors (RIAs)...
8. Press Oct 30, 2025 Vestmark Announces Strategic Agreement to Broaden Access to Capital Group Model Portfolios Vestmark, Inc. announced today a distribution partnership with Capital Group, one of the world’s largest and most experienced active asset managers...
9. Press Oct 08, 2025 Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions Vestmark, Inc. announced today that Elevation Point, a growth accelerator and minority stake partner for independent advisors and breakaway firms, will utilize...
10. Press Jul 30, 2025 Vestmark Announces Strategic Agreement to Deliver Open-Architecture Custom Model Portfolios Vestmark, Inc. announced today a strategic relationship with Fidelity Investments to provide eligible advisors of RIAs and broker-dealers...
11. Press Jul 17, 2025 Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA Vestmark, Inc. announced today the launching of a tax-managed unified managed account (UMA) with private assets. This long-awaited capability...
12. Press May 07, 2025 Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors Vestmark, Inc. announced today a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize...
13. News Feb 25, 2025 Vestmark Wins 2nd WealthBriefing WealthTech Americas Award for VestmarkONE® Vestmark, Inc. was awarded the WealthBriefing WealthTech Americas Award 2025 in the Portfolio and Wealth Management category for...
14. News Jan 21, 2025 Built In Honors Vestmark in Its Esteemed 2025 Best Places To Work Awards Vestmark, Inc. today announced it has been honored in Built In's 2025 Best Places To Work Awards. Specifically, Vestmark earned a place on...
15. Press Nov 26, 2024 Strive’s Direct Indexing Now Available on Fidelity and Schwab Strive Asset Management (“Strive”) today announced that its Direct Indexing, powered by Vestmark VAST™, is now available on both the...
16. News Oct 30, 2024 Vestmark Names Freedom Dumlao Chief Technology Officer We are pleased to announce that Vestmark has named Freedom Dumlao the company's new Chief Technology Officer (CTO). In this role, Freedom...
17. Press Sep 24, 2024 Vestmark Teams with BlackRock to Enhance Custom Model Portfolio Offerings Vestmark, Inc. announced today a commercial partnership with BlackRock (NYSE: BLK) to enhance custom model portfolio solutions for registered...
18. News Sep 06, 2024 Vestmark Wins Award for Direct Indexing Solution at 2024 WealthManagement.com Industry Awards Vestmark, Inc. has won the "Wealthies" award for Outstanding Achievement in Direct Indexing by Technology Providers at the 2024...
19. Press Jun 11, 2024 Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale Vestmark, Inc. and PureFacts Financial Solutions, a global leader in revenue management, enterprise reporting, and insights solutions for the asset...
20. News Apr 15, 2024 Vestmark CEO Q’s – Next Steps for Wealth Management Technology By Bill Hortz, Founder of the Institute for Innovation Development. As seen on NASDAQ.com. The inexorable march of financial technology is...