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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. Vestmark Wins in Innovative Solution Category at WealthBriefing WealthTech Americas Awards 2024
  2. Vestmark Wins Wealthtech Firm of the Year at Wealth Solutions Report (WSR) Wealth Exemplar Awards
  3. Built In Honors Vestmark in Its Esteemed 2024 Best Places To Work Awards
  4. Vestmark Wins Award for Financial and Investment Innovation at 2023 ThinkAdvisor LUMINARIES
  5. Vestmark Wins Award for Direct Indexing Solution at 2023 WealthManagement.com Industry Awards
  6. Vestmark Names Corey Fiedler Executive Vice President, Head of Products
  7. Vestmark Recognized as One of the Best Places to Work by Boston Business Journal
  8. Vestmark Launches VAST™, Enabling Personalized Investing and Tax Management at Scale
  9. Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios
  10. Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston
  11. Understanding Tax Cost in Portfolio Transitions
  12. Vestmark Expands Leadership Team, Naming Karl Roessner CEO
  13. Vestmark Names Dan Ferguson Chief Financial Officer
  14. Vestmark Names Tim Hawkes SVP, Engineering
  15. Behind the Movement Towards Direct Indexing
  16. Industry Study Shows VestmarkONE® Platform Improves Efficiency, Drives AUM Growth for Wealth Management Organizations
  17. Vestmark Names Rob Battista, CFA SVP, Vestmark Advisory Solutions
  18. Vestmark Wins WealthTech Americas Award 2022 for Best Investment Platform in the U.S.
  19. Bringing Personalization and Scale to Advisors Through Managed Accounts and Technology
  20. Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution