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