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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. Elevation Point Selects Vestmark for Comprehensive Portfolio Management and Trading Solutions
  2. Vestmark Announces Strategic Agreement to Deliver Open-Architecture Custom Model Portfolios
  3. Vestmark, iCapital®, BlackRock, and Dynasty Launch Capability Incorporating Private Investments Within a Full-Scale UMA
  4. Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors
  5. Vestmark Wins 2nd WealthBriefing WealthTech Americas Award for VestmarkONE®
  6. Built In Honors Vestmark in Its Esteemed 2025 Best Places To Work Awards
  7. Strive’s Direct Indexing Now Available on Fidelity and Schwab
  8. Vestmark Names Freedom Dumlao Chief Technology Officer
  9. Vestmark Teams with BlackRock to Enhance Custom Model Portfolio Offerings
  10. Vestmark Wins Award for Direct Indexing Solution at 2024 WealthManagement.com Industry Awards
  11. Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
  12. Vestmark CEO Q’s – Next Steps for Wealth Management Technology
  13. Pensionmark and Vestmark Announce Strategic Partnership to Help Shape the Future of Wealth Management
  14. Vestmark Announces New Strategic Partnership to Support Rapidly Expanding RIA Channel
  15. Vestmark Wins in Innovative Solution Category at WealthBriefing WealthTech Americas Awards 2024
  16. Vestmark Wins Wealthtech Firm of the Year at Wealth Solutions Report (WSR) Wealth Exemplar Awards
  17. Built In Honors Vestmark in Its Esteemed 2024 Best Places To Work Awards
  18. Vestmark Wins Award for Financial and Investment Innovation at 2023 ThinkAdvisor LUMINARIES
  19. Vestmark Wins Award for Direct Indexing Solution at 2023 WealthManagement.com Industry Awards
  20. Vestmark Names Corey Fiedler Executive Vice President, Head of Products