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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 Award for Financial and Investment Innovation at 2023 ThinkAdvisor LUMINARIES
  2. Vestmark Wins Award for Direct Indexing Solution at 2023 WealthManagement.com Industry Awards
  3. Vestmark Names Corey Fiedler Executive Vice President, Head of Products
  4. Vestmark Recognized as One of the Best Places to Work by Boston Business Journal
  5. Vestmark Launches VAST™, Enabling Personalized Investing and Tax Management at Scale
  6. Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios
  7. Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston
  8. Understanding Tax Cost in Portfolio Transitions
  9. Vestmark Expands Leadership Team, Naming Karl Roessner CEO
  10. Vestmark Names Dan Ferguson Chief Financial Officer
  11. Vestmark Names Tim Hawkes SVP, Engineering
  12. Behind the Movement Towards Direct Indexing
  13. Industry Study Shows VestmarkONE® Platform Improves Efficiency, Drives AUM Growth for Wealth Management Organizations
  14. Vestmark Names Rob Battista, CFA SVP, Vestmark Advisory Solutions
  15. Vestmark Wins WealthTech Americas Award 2022 for Best Investment Platform in the U.S.
  16. Bringing Personalization and Scale to Advisors Through Managed Accounts and Technology
  17. Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution
  18. AllianceBernstein and Vestmark Unveil Tech-Powered Custom Municipal Solutions Platform
  19. Vestmark Honored as One of the 100 ‘Best Places to Work in Boston’ by Built In Boston
  20. Vestmark Partners with Northfield to Deepen and Expand Integration of Tax and Risk-Based Optimization Tools for VestmarkONE Platform