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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 Names Corey Fiedler Executive Vice President, Head of Products
  2. Vestmark Recognized as One of the Best Places to Work by Boston Business Journal
  3. Vestmark Launches VAST™, Enabling Personalized Investing and Tax Management at Scale
  4. Vestmark Launches Six Direct Index Separately Managed Account (SMA) Strategies Known as Focused Index Portfolios
  5. Vestmark Named One of the 'Best Midsize Companies to Work For' By Built In Boston
  6. Understanding Tax Cost in Portfolio Transitions
  7. Vestmark Expands Leadership Team, Naming Karl Roessner CEO
  8. Vestmark Names Dan Ferguson Chief Financial Officer
  9. Vestmark Names Tim Hawkes SVP, Engineering
  10. Behind the Movement Towards Direct Indexing
  11. Industry Study Shows VestmarkONE® Platform Improves Efficiency, Drives AUM Growth for Wealth Management Organizations
  12. Vestmark Names Rob Battista, CFA SVP, Vestmark Advisory Solutions
  13. Vestmark Wins WealthTech Americas Award 2022 for Best Investment Platform in the U.S.
  14. Bringing Personalization and Scale to Advisors Through Managed Accounts and Technology
  15. Vestmark Wins Fund Intelligence Award for Best Cloud-Based Back/Middle Office Solution
  16. AllianceBernstein and Vestmark Unveil Tech-Powered Custom Municipal Solutions Platform
  17. Vestmark Honored as One of the 100 ‘Best Places to Work in Boston’ by Built In Boston
  18. Vestmark Partners with Northfield to Deepen and Expand Integration of Tax and Risk-Based Optimization Tools for VestmarkONE Platform
  19. Vestmark Wins WealthManagement.com Award for its Unified, All-in-One System
  20. Vestmark and Adhesion Wealth Honored Among ThinkAdvisor’s Inaugural LUMINARIES Class of 2021