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