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