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News & Events

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

Archive: News & Press Releases

  1. Vestmark and PureFacts Announce Partnership to Transform Wealth and Investment Management Billing at Scale
  2. Vestmark CEO Q’s – Next Steps for Wealth Management Technology
  3. Pensionmark and Vestmark Announce Strategic Partnership to Help Shape the Future of Wealth Management
  4. Vestmark Announces New Strategic Partnership to Support Rapidly Expanding RIA Channel
  5. Vestmark Wins in Innovative Solution Category at WealthBriefing WealthTech Americas Awards 2024
  6. Vestmark Wins Wealthtech Firm of the Year at Wealth Solutions Report (WSR) Wealth Exemplar Awards
  7. Built In Honors Vestmark in Its Esteemed 2024 Best Places To Work Awards
  8. Vestmark Wins Award for Financial and Investment Innovation at 2023 ThinkAdvisor LUMINARIES
  9. Vestmark Wins Award for Direct Indexing Solution at 2023 WealthManagement.com Industry Awards
  10. Vestmark Names Corey Fiedler Executive Vice President, Head of Products
  11. Vestmark Recognized as One of the Best Places to Work by Boston Business Journal
  12. Vestmark Launches VAST™, Enabling Personalized Investing and Tax Management at Scale
  13. Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios
  14. Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston
  15. Understanding Tax Cost in Portfolio Transitions
  16. Vestmark Expands Leadership Team, Naming Karl Roessner CEO
  17. Vestmark Names Dan Ferguson Chief Financial Officer
  18. Vestmark Names Tim Hawkes SVP, Engineering
  19. Behind the Movement Towards Direct Indexing
  20. Industry Study Shows VestmarkONE® Platform Improves Efficiency, Drives AUM Growth for Wealth Management Organizations